Birch Hill Investment Advisors’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 | $641K | Hold |
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|
2025
Q2 | $597K | Hold |
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|
2025
Q1 | $559K | Hold |
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|
2024
Q4 | $606K | Sell |
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|
2024
Q3 | $599K | Buy |
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|
2024
Q2 | $550K | Hold |
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|
2024
Q1 | $576K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $507K | Hold |
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|
2022
Q3 | $472K | Hold |
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|
2022
Q2 | $486K | Hold |
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|
2022
Q1 | $587K | Hold |
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|
2021
Q4 | $624K | Buy |
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|
2021
Q3 | $569K | Buy |
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