Bogart Wealth LLC’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 | $299K | Sell |
|
|||||
|
2025
Q1 | $300K | Sell |
|
|||||
|
2024
Q4 | $472K | Buy |
|
|||||
|
2024
Q3 | $460K | Buy |
|
|||||
|
2024
Q2 | $421K | Sell |
|
|||||
|
2024
Q1 | $512K | Buy |
|
|||||
|
2023
Q4 | $471K | Sell |
|
|||||
|
2023
Q3 | $470K | Buy |
|
|||||
|
2023
Q2 | $448K | Sell |
|
|||||
|
2023
Q1 | $481K | Buy |
|
|||||
|
2022
Q4 | $464K | Sell |
|
|||||
|
2022
Q3 | $439K | Buy |
|
|||||
|
2022
Q2 | $329K | Buy |
|
|||||
|
2022
Q1 | $243K | Buy |
|
|||||
|
2021
Q4 | $104K | Sell |
|
|||||
|
2021
Q3 | $106K | Buy |
|
|||||
|
2021
Q2 | $110K | Buy |
|
|||||
|
2021
Q1 | $100K | Buy |
|
|||||
|
2020
Q4 | $50K | Hold |
|
|||||
|
2020
Q3 | $39K | Sell |
|
|||||
|
2020
Q2 | $545K | Sell |
|
|||||
|
2020
Q1 | $857K | Buy |
|
|||||
|
2019
Q4 | $82K | Hold |
|
|||||
|
2019
Q3 | $76K | Hold |
|
|||||
|
2019
Q2 | $77K | Hold |
|
|||||
|
2019
Q1 | $75K | Hold |
|
|||||
|
2018
Q4 | $65K | Hold |
|
|||||
|
2018
Q3 | $80K | Hold |
|
|||||
|
2018
Q2 | $76K | Hold |
|
|||||
|
2018
Q1 | $73K | Hold |
|
|||||
|
2017
Q4 | $73K | Sell |
|
|||||
|
2017
Q3 | $131K | Sell |
|
|||||
|
2017
Q2 | $8.93M | Buy |
|