BigSur Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $234K | Hold |
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|
2020
Q3 | $185K | Sell |
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|
2020
Q2 | $354K | Hold |
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|
2020
Q1 | $280K | Hold |
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|
2019
Q4 | $402K | Hold |
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|
2019
Q3 | $373K | Hold |
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|
2019
Q2 | $383K | Hold |
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|
2019
Q1 | $372K | Buy |
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|
2018
Q4 | $272K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $259K | Sell |
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|
2016
Q4 | $331K | Buy |
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