Beacon Financial Strategies’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 | $10.5M | Buy |
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|
2025
Q2 | $9.49M | Buy |
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|
2025
Q1 | $8.86M | Sell |
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|
2024
Q4 | $9.67M | Buy |
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|
2024
Q3 | $9.25M | Sell |
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|
2024
Q2 | $8.62M | Sell |
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|
2024
Q1 | $9.22M | Buy |
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|
2023
Q4 | $8.44M | Buy |
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|
2023
Q3 | $7.29M | Sell |
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|
2023
Q2 | $7.87M | Buy |
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|
2023
Q1 | $7.4M | Buy |
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|
2022
Q4 | $7.03M | Buy |
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|
2022
Q3 | $6.45M | Buy |
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|
2022
Q2 | $6.48M | Buy |
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|
2022
Q1 | $7.24M | Buy |
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|
2021
Q4 | $7.28M | Buy |
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|
2021
Q3 | $6.84M | Sell |
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|
2021
Q2 | $7.63M | Buy |
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