Berger Financial Group’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 | $1.95M | Buy |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $2.2M | Sell |
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|
2024
Q1 | $2.51M | Sell |
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|
2023
Q4 | $2.8M | Sell |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $1.94M | Buy |
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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