Bordeaux Wealth 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
Q2 | $900K | Sell |
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|
2025
Q1 | $860K | Buy |
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|
2024
Q4 | $911K | Sell |
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|
2024
Q3 | $935K | Buy |
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|
2024
Q2 | $827K | Buy |
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|
2024
Q1 | $775K | Buy |
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|
2023
Q4 | $689K | Buy |
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|
2023
Q3 | $415K | Hold |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $347K | Buy |
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