Charles Schwab Investment Advisory’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
Q2 | – | Sell |
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|
2024
Q1 | $411M | Sell |
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|
2023
Q4 | $396M | Buy |
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|
2023
Q3 | $315M | Buy |
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|
2023
Q2 | $327M | Sell |
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|
2023
Q1 | $317M | Sell |
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|
2022
Q4 | $320M | Sell |
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|
2022
Q3 | $307M | Buy |
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|
2022
Q2 | $284M | Sell |
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|
2022
Q1 | $513M | Buy |
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|
2021
Q4 | $460M | Buy |
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|
2021
Q3 | $383M | Buy |
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|
2021
Q2 | $327M | Buy |
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|
2021
Q1 | $298M | Sell |
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|
2020
Q4 | $300M | Sell |
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|
2020
Q3 | $258M | Buy |
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|
2020
Q2 | $242M | Sell |
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|
2020
Q1 | $243M | Buy |
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|
2019
Q4 | $212M | Sell |
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|
2019
Q3 | $199M | Buy |
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|
2019
Q2 | $201M | Buy |
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|
2019
Q1 | $188M | Sell |
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|
2018
Q4 | $165M | Buy |
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|
2018
Q3 | $43M | Sell |
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|
2018
Q2 | $42.5M | Sell |
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|
2018
Q1 | $43.7M | Buy |
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|
2017
Q4 | $42.3M | Sell |
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|
2017
Q3 | $41.3M | Sell |
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|
2017
Q2 | $40.1M | Sell |
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|
2017
Q1 | $40.1M | Sell |
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|
2016
Q4 | $39.3M | Sell |
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|
2016
Q3 | $37.9M | Sell |
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|
2016
Q2 | $37.1M | Sell |
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|
2016
Q1 | $37.2M | Buy |
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|
2015
Q4 | $26.8M | Buy |
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|
2015
Q3 | $24.9M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $356K | Buy |
|