Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $946K | Hold |
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|
2024
Q3 | $934K | Sell |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $787K | Buy |
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|
2023
Q4 | $732K | Sell |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $743K | Buy |
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|
2023
Q1 | $684K | Hold |
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|
2022
Q4 | $662K | Buy |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $537K | Buy |
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|
2021
Q3 | $404K | Sell |
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|
2021
Q2 | $461K | Hold |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $412K | Buy |
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|
2020
Q3 | $321K | Sell |
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|
2020
Q2 | $402K | Sell |
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|
2020
Q1 | $356K | Hold |
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|
2019
Q4 | $511K | Buy |
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $503K | Buy |
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|
2019
Q1 | $463K | Hold |
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|
2018
Q4 | $400K | Sell |
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|
2018
Q3 | $512K | Buy |
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|
2018
Q2 | $483K | Buy |
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|
2018
Q1 | $445K | Sell |
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|
2017
Q4 | $452K | Sell |
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|
2017
Q3 | $462K | Hold |
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|
2017
Q2 | $443K | Hold |
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|
2017
Q1 | $436K | Hold |
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|
2016
Q4 | $422K | Buy |
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|
2016
Q3 | $290K | Hold |
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|
2016
Q2 | $274K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $230K | Hold |
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|
2014
Q4 | $219K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $217K | Sell |
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|
2013
Q4 | $218K | Buy |
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