Capstone Wealth Management Group (Pennsylvania)’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 | $1.16M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $998K | Sell |
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|
2023
Q1 | $953K | Sell |
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|
2022
Q4 | $2.61M | Sell |
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|
2022
Q3 | $2.52M | Buy |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $3.21M | Sell |
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|
2021
Q4 | $4.25M | Buy |
|