Beese Fulmer Investment Management’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 | $990K | Buy |
|
|||||
|
2025
Q1 | $596K | Sell |
|
|||||
|
2024
Q4 | $1.33M | Buy |
|
|||||
|
2024
Q3 | $1.08M | Sell |
|
|||||
|
2024
Q2 | $1.36M | Hold |
|
|||||
|
2024
Q1 | $1.42M | Hold |
|
|||||
|
2023
Q4 | $1.33M | Buy |
|
|||||
|
2023
Q3 | $1.16M | Hold |
|
|||||
|
2023
Q2 | $1.22M | Sell |
|
|||||
|
2023
Q1 | $1.17M | Sell |
|
|||||
|
2022
Q4 | $1.17M | Buy |
|
|||||
|
2022
Q3 | $1.06M | Buy |
|
|||||
|
2022
Q2 | $957K | Buy |
|
|||||
|
2022
Q1 | $1.08M | Sell |
|
|||||
|
2021
Q4 | $1.17M | Sell |
|
|||||
|
2021
Q3 | $1.14M | Buy |
|
|||||
|
2021
Q2 | $1.15M | Buy |
|
|||||
|
2021
Q1 | $1.08M | Sell |
|
|||||
|
2020
Q4 | $987K | Sell |
|
|||||
|
2020
Q3 | $787K | Sell |
|
|||||
|
2020
Q2 | $753K | Buy |
|
|||||
|
2020
Q1 | $522K | Buy |
|