Arthur M. Cohen & Associates’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
Q3 | $203K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $410K | Hold |
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|
2024
Q3 | $400K | Hold |
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|
2024
Q2 | $372K | Hold |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $526K | Sell |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $618K | Buy |
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|
2023
Q1 | $588K | Buy |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $642K | Buy |
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|
2021
Q3 | $619K | Sell |
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|
2021
Q2 | $637K | Buy |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $549K | Sell |
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|
2020
Q3 | $567K | Sell |
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|
2020
Q2 | $622K | Sell |
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|
2020
Q1 | $586K | Buy |
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|
2019
Q4 | $893K | Buy |
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|
2019
Q3 | $827 | Buy |
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|
2019
Q2 | $840K | Sell |
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|
2019
Q1 | $819K | Sell |
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|
2018
Q4 | $737 | Buy |
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|
2018
Q3 | $907 | Buy |
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|
2018
Q2 | $789K | Buy |
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|
2018
Q1 | $726K | Sell |
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|
2017
Q4 | $378 | Buy |
|