Appleton Partners’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 | $510K | Buy |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $496K | Hold |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $472K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $496K | Sell |
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|
2021
Q3 | $507K | Buy |
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|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $449K | Hold |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $329K | Hold |
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|
2019
Q3 | $305K | Hold |
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|
2019
Q2 | $311K | Hold |
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|
2019
Q1 | $303K | Sell |
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|
2018
Q4 | $512K | Buy |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $268K | Sell |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | $270K | Hold |
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|
2017
Q3 | $259K | Sell |
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|
2017
Q2 | $309K | Hold |
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|
2017
Q1 | $304K | Buy |
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