Aprio Wealth Management’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 | $425K | Buy |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $325K | Hold |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $444K | Sell |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $444K | Buy |
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