Baron Financial 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
Q3 | $2.8M | Buy |
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|
2025
Q2 | $2.35M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $963K | Buy |
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|
2023
Q4 | $690K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $41.7K | Buy |
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|
2022
Q1 | $50.2K | Buy |
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|
2021
Q4 | $25.1K | Hold |
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|
2021
Q3 | $24.3K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $23.7K | Sell |
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|
2020
Q4 | $29.2K | Hold |
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|
2020
Q3 | $23.1K | Buy |
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