Beaumont Financial 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
Q3 | $1.58M | Buy |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $665K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $957K | Hold |
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|
2024
Q2 | $880K | Hold |
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|
2024
Q1 | $922K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $456K | Sell |
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|
2021
Q2 | $583K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $321K | Buy |
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