Arete Wealth 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
Q2 | $436K | Sell |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $607K | Buy |
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|
2024
Q3 | $292K | Sell |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $949K | Sell |
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|
2022
Q4 | $941M | Sell |
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|
2022
Q3 | $951K | Sell |
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|
2022
Q2 | $8.13M | Buy |
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|
2022
Q1 | $9.27M | Buy |
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|
2021
Q4 | $9.15M | Buy |
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|
2021
Q3 | $8.55M | Buy |
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|
2021
Q2 | $8.38M | Buy |
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|
2021
Q1 | $7.96M | Buy |
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|
2020
Q4 | $7.05M | Sell |
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|
2020
Q3 | $6.19M | Sell |
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|
2020
Q2 | $6.91M | Buy |
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|
2020
Q1 | $4.12M | Buy |
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|
2019
Q4 | $3.01M | Buy |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.72M | Buy |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.67M | Sell |
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|
2018
Q2 | $1.61M | Buy |
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|
2018
Q1 | $783K | Sell |
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|
2017
Q4 | $930K | Buy |
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|
2017
Q3 | $756K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $200K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $225K | Sell |
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|
2015
Q3 | $229K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $257K | Sell |
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|
2014
Q2 | $606K | Sell |
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|
2014
Q1 | $757K | Sell |
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|
2013
Q4 | $847K | Buy |
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