BSW Wealth Partners’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 | $1.17M | Sell |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $982K | Sell |
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|
2024
Q2 | $933K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $993K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.57M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $2.81M | Sell |
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|
2020
Q3 | $2.32M | Sell |
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|
2020
Q2 | $3.08M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $240K | Buy |
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|
2019
Q2 | $244K | Sell |
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|
2019
Q1 | $241K | Sell |
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|
2018
Q4 | $219K | Buy |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | $237K | Buy |
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|
2018
Q1 | $223K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.72K | Sell |
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|
2016
Q2 | $284K | Hold |
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|
2016
Q1 | $273K | Sell |
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|
2015
Q4 | $320K | Sell |
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|
2015
Q3 | $321K | Sell |
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|
2015
Q2 | $400K | Sell |
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|
2015
Q1 | $410K | Sell |
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|
2014
Q4 | $413K | Sell |
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|
2014
Q3 | $395K | Sell |
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|
2014
Q2 | $422K | Sell |
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|
2014
Q1 | $412K | Sell |
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|
2013
Q4 | $428K | Sell |
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|
2013
Q3 | $567K | Sell |
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|
2013
Q2 | $533K | Buy |
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