Cerity 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
Q2 | $149M | Buy |
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|
2025
Q1 | $128M | Buy |
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|
2024
Q4 | $101M | Buy |
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|
2024
Q3 | $89.3M | Buy |
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|
2024
Q2 | $69.3M | Buy |
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|
2024
Q1 | $53.8M | Sell |
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|
2023
Q4 | $60.7M | Buy |
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|
2023
Q3 | $47.6M | Buy |
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|
2023
Q2 | $41.5M | Buy |
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|
2023
Q1 | $34.6M | Buy |
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|
2022
Q4 | $30.8M | Buy |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $9.93M | Buy |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $8.45M | Buy |
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|
2021
Q3 | $5.97M | Buy |
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|
2021
Q2 | $6.09M | Buy |
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|
2021
Q1 | $4.51M | Buy |
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|
2020
Q4 | $2M | Sell |
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|
2020
Q3 | $1.61M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $963K | Buy |
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|
2019
Q1 | $617K | Sell |
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|
2018
Q4 | $577K | Buy |
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|
2018
Q3 | $477K | Buy |
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|
2018
Q2 | $350K | Buy |
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|
2018
Q1 | $306K | Buy |
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|
2017
Q4 | $296K | Buy |
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|
2017
Q3 | $248K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $234K | Buy |
|