Apriem Advisors’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
Q4 | $3.64M | Buy |
|
|||||
|
2025
Q3 | $3.24M | Buy |
|
|||||
|
2025
Q2 | $2.74M | Buy |
|
|||||
|
2025
Q1 | $1.4M | Buy |
|
|||||
|
2024
Q4 | $366K | Buy |
|
|||||
|
2024
Q3 | $262K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $59K | Hold |
|
|||||
|
2014
Q1 | $56K | Hold |
|
|||||
|
2013
Q4 | $55K | Hold |
|
|||||
|
2013
Q3 | $51K | Hold |
|
|||||
|
2013
Q2 | $47K | Buy |
|