Bernardo Wealth Planning’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 | $4.72M | Buy |
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|
2025
Q1 | $4.37M | Buy |
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|
2024
Q4 | $4.66M | Sell |
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|
2024
Q3 | $6.19M | Buy |
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|
2024
Q2 | $5.38M | Buy |
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|
2024
Q1 | $5.46M | Buy |
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|
2023
Q4 | $4.09M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $581K | Buy |
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|
2019
Q3 | $539K | Buy |
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|
2019
Q2 | $488K | Hold |
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|
2019
Q1 | $476K | Buy |
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|
2018
Q4 | $409K | Buy |
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