Baker Tilly 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
Q3 | $404K | Sell |
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|
2025
Q2 | $383K | Hold |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $669K | Sell |
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|
2023
Q3 | $708K | Buy |
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|
2023
Q2 | $734K | Sell |
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|
2023
Q1 | $728K | Buy |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $268K | Buy |
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|
2021
Q2 | $255K | Buy |
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