Biltmore Family Office’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 | $1M | Hold |
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|
2025
Q1 | $937K | Hold |
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|
2024
Q4 | $1.02M | Hold |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $947K | Buy |
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|
2024
Q1 | $758K | Hold |
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|
2023
Q4 | $708K | Hold |
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|
2023
Q3 | $627K | Hold |
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|
2023
Q2 | $660K | Hold |
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|
2023
Q1 | $629K | Hold |
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|
2022
Q4 | $609K | Hold |
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|
2022
Q3 | $567K | Hold |
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|
2022
Q2 | $584K | Sell |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | $788K | Hold |
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|
2021
Q3 | $762K | Hold |
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|
2021
Q2 | $785K | Hold |
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|
2021
Q1 | $746K | Buy |
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|
2020
Q4 | $678K | Buy |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $486K | Hold |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $531K | Buy |
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|
2019
Q3 | $493K | Sell |
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|
2019
Q2 | $531K | Hold |
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|
2019
Q1 | $517K | Hold |
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|
2018
Q4 | $446K | Buy |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $488K | Sell |
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|
2018
Q1 | $491K | Hold |
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|
2017
Q4 | $494K | Buy |
|