Carl P. Sherr & Co’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
$1.3M Sell
2025
Q1
$1.55M Buy
2024
Q4
$1.66M Sell
2024
Q3
$1.66M Buy
2024
Q2
$1.31M Buy
2024
Q1
$1.29M Buy
2023
Q4
$1.15M Buy
2023
Q3
$255K Hold
2023
Q2
$268K Hold
2023
Q1
$255K Hold
2022
Q4
$247K Buy