Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
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|
2025
Q1 | $728K | Hold |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q3 | $747K | Sell |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $838K | Sell |
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|
2023
Q4 | $911K | Buy |
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|
2023
Q3 | $436K | Buy |
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|
2023
Q2 | $448K | Hold |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $532K | Sell |
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|
2021
Q3 | $536K | Sell |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $626K | Sell |
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|
2020
Q4 | $1.31M | Buy |
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