Cassady Schiller Wealth 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 | $1.53M | Sell |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $955K | Sell |
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|
2022
Q3 | $932K | Sell |
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|
2022
Q2 | $995K | Sell |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $2.3M | Buy |
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