Avantax Planning Partners’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 | $554K | Buy |
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|
2025
Q2 | $466K | Hold |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $323K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $324K | Hold |
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|
2018
Q2 | $311K | Hold |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $336K | Hold |
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|
2017
Q3 | $321K | Buy |
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