Beacon Investment Advisory Services’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 | $441K | Hold |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $416K | Hold |
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|
2024
Q3 | $411K | Buy |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $248K | Buy |
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