Ballast 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 | $19.7K | Buy |
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|
2025
Q1 | $16K | Hold |
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|
2024
Q4 | $17.3K | Hold |
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|
2024
Q3 | $17.1K | Sell |
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|
2024
Q2 | $20.9K | Sell |
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|
2024
Q1 | $33.1K | Sell |
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|
2023
Q4 | $40.5K | Sell |
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|
2023
Q3 | $38.9K | Sell |
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|
2023
Q2 | $139K | Sell |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $133K | Hold |
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|
2022
Q3 | $124K | Hold |
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|
2022
Q2 | $128K | Hold |
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|
2022
Q1 | $154K | Hold |
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|
2021
Q4 | $164K | Hold |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $163K | Hold |
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|
2021
Q1 | $155K | Hold |
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|
2020
Q4 | $141K | Hold |
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|
2020
Q3 | $112K | Sell |
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|
2020
Q2 | $106K | Sell |
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|
2020
Q1 | $88K | Hold |
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|
2019
Q4 | $126K | Buy |
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