Annex Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Sell |
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|
2025
Q1 | $7.58M | Sell |
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|
2024
Q4 | $16.1M | Sell |
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $15.5M | Sell |
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|
2024
Q1 | $17M | Sell |
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|
2023
Q4 | $28.7M | Sell |
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|
2023
Q3 | $38.8M | Sell |
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|
2023
Q2 | $52.4M | Sell |
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|
2023
Q1 | $210M | Buy |
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|
2022
Q4 | $200M | Buy |
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|
2022
Q3 | $122M | Buy |
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|
2022
Q2 | $118M | Buy |
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|
2022
Q1 | $91.6M | Buy |
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|
2021
Q4 | $85.6M | Buy |
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|
2021
Q3 | $73.8M | Buy |
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|
2021
Q2 | $73.7M | Buy |
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|
2021
Q1 | $64.7M | Buy |
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|
2020
Q4 | $56M | Buy |
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|
2020
Q3 | $40.7M | Buy |
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|
2020
Q2 | $36.1M | Sell |
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|
2020
Q1 | $29.2M | Sell |
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|
2019
Q4 | $43.6M | Sell |
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|
2019
Q3 | $41.5M | Sell |
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|
2019
Q2 | $42.6M | Sell |
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|
2019
Q1 | $42.7M | Sell |
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|
2018
Q4 | $37.6M | Sell |
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|
2018
Q3 | $46.8M | Sell |
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|
2018
Q2 | $45.2M | Sell |
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|
2018
Q1 | $43.1M | Sell |
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|
2017
Q4 | $45M | Buy |
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|
2017
Q3 | $40.8M | Buy |
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|
2017
Q2 | $37.5M | Buy |
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|
2017
Q1 | $22.1M | Buy |
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|
2016
Q4 | $20.2M | Buy |
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|
2016
Q3 | $18.6M | Sell |
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|
2016
Q2 | $17.8M | Buy |
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|
2016
Q1 | $16.9M | Sell |
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|
2015
Q4 | $16.9M | Buy |
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|
2015
Q3 | $15.2M | Buy |
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|
2015
Q2 | $15.8M | Buy |
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|
2015
Q1 | $14.6M | Buy |
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|
2014
Q4 | $13M | Buy |
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|
2014
Q3 | $11.6M | Buy |
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|
2014
Q2 | $11.4M | Buy |
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|
2014
Q1 | $10.1M | Buy |
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|
2013
Q4 | $702K | Sell |
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|
2013
Q3 | $706K | Sell |
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|
2013
Q2 | $914K | Buy |
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