Beam Wealth 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 | $3.97M | Sell |
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|
2025
Q1 | $3.95M | Buy |
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|
2024
Q4 | $3.96M | Sell |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $2.83M | Buy |
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|
2024
Q1 | $201K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $847K | Sell |
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|
2021
Q2 | $957K | Buy |
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|
2021
Q1 | $842K | Buy |
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|
2020
Q4 | $711K | Buy |
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|
2020
Q3 | $536K | Sell |
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|
2020
Q2 | $519K | Buy |
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|
2020
Q1 | $389K | Buy |
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|
2019
Q4 | $526K | Buy |
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