Bar Harbor 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 | $479K | Sell |
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|
2025
Q2 | $451K | Buy |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $267K | Buy |
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