Blue Bell Private 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
Q3 | $1.18M | Buy |
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|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $810K | Hold |
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|
2024
Q3 | $800K | Sell |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $815K | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $939K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $28.6K | Hold |
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|
2022
Q4 | $27.7K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $34K | Hold |
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|
2021
Q1 | $32K | Sell |
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|
2020
Q4 | $40K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $5K | Buy |
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