Ascent Group’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 | $2.81M | Sell |
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|
2025
Q1 | $6.67M | Buy |
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|
2024
Q4 | $6.38M | Buy |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $3.22M | Buy |
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|
2023
Q4 | $3.04M | Sell |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.92M | Sell |
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|
2023
Q1 | $3.43M | Buy |
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|
2022
Q4 | $3.14M | Sell |
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|
2022
Q3 | $3.4M | Buy |
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|
2022
Q2 | $3.49M | Sell |
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|
2022
Q1 | $3.87M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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