Checchi Capital Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.92M | Sell |
14,962
-662
| -4% | -$179K | 0.27% | 87 |
|
|
2025
Q4 | $4.03M | Buy |
15,624
+643
| +4% | +$165K | 0.27% | 81 |
|
|
2025
Q3 | $3.81M | Sell |
14,981
-359
| -2% | -$89K | 0.26% | 88 |
|
|
2025
Q2 | $3.64M | Sell |
15,340
-237
| -2% | -$52.9K | 0.25% | 93 |
|
|
2025
Q1 | $3.45M | Sell |
15,577
-1,827
| -10% | -$436K | 0.24% | 95 |
|
|
2024
Q4 | $4.18M | Buy |
17,404
+2,702
| +18% | +$665K | 0.31% | 79 |
|
|
2024
Q3 | $3.49M | Sell |
14,702
-116
| -0.8% | -$26.4K | 0.26% | 81 |
|
|
2024
Q2 | $3.23M | Sell |
14,818
-1,095
| -7% | -$240K | 0.26% | 85 |
|
|
2024
Q1 | $3.64M | Sell |
15,913
-2,177
| -12% | -$468K | 0.28% | 78 |
|
|
2023
Q4 | $3.86M | Buy |
18,090
+5,690
| +46% | +$1.1M | 0.31% | 72 |
|
|
2023
Q3 | $2.34M | Sell |
12,400
-26,938
| -68% | -$5.37M | 0.22% | 91 |
|
|
2023
Q2 | $7.82M | Buy |
39,338
+251
| +0.6% | +$47.4K | 0.7% | 40 |
|
|
2023
Q1 | $7.41M | Sell |
39,087
-1,133
| -3% | -$220K | 0.72% | 36 |
|
|
2022
Q4 | $7.38M | Buy |
40,220
+28,533
| +244% | +$5.29M | 0.77% | 35 |
|
|
2022
Q3 | $2M | Buy |
11,687
+417
| +4% | +$78.7K | 0.22% | 100 |
|
|
2022
Q2 | $2.19M | Sell |
11,270
-6,805
| -38% | -$1.31M | 0.22% | 93 |
|
|
2022
Q1 | $3.84M | Buy |
18,075
+5,727
| +46% | +$1.21M | 0.4% | 58 |
|
|
2021
Q4 | $2.79M | Buy |
12,348
+322
| +3% | +$73.2K | 0.31% | 72 |
|
|
2021
Q3 | $2.63M | Buy |
12,026
+137
| +1% | +$30.5K | 0.33% | 67 |
|
|
2021
Q2 | $2.68M | Sell |
11,889
-127
| -1% | -$28.1K | 0.33% | 71 |
|
|
2021
Q1 | $2.57M | Sell |
12,016
-64
| -0.5% | -$13.5K | 0.35% | 71 |
|
|
2020
Q4 | $2.35M | Sell |
12,080
-617
| -5% | -$109K | 0.34% | 71 |
|
|
2020
Q3 | $1.95M | Sell |
12,697
-21
| -0.2% | -$3.23K | 0.34% | 76 |
|
|
2020
Q2 | $1.85M | Sell |
12,718
-144
| -1% | -$19.3K | 0.35% | 73 |
|
|
2020
Q1 | $1.49M | Sell |
12,862
-313
| -2% | -$47K | 0.32% | 76 |
|
|
2019
Q4 | $2.18M | Buy |
13,175
+304
| +2% | +$48.4K | 0.42% | 62 |
|
|
2019
Q3 | $1.98M | Sell |
12,871
-42
| -0.3% | -$6.51K | 0.41% | 64 |
|
|
2019
Q2 | $2.02M | Sell |
12,913
-84
| -0.6% | -$13K | 0.42% | 62 |
|
|
2019
Q1 | $1.99M | Sell |
12,997
-823
| -6% | -$122K | 0.44% | 63 |
|
|
2018
Q4 | $1.82M | Buy |
13,820
+23
| +0.2% | +$3.35K | 0.44% | 61 |
|
|
2018
Q3 | $2.24M | Buy |
13,797
+800
| +6% | +$129K | 0.46% | 58 |
|
|
2018
Q2 | $2.02M | Buy |
12,997
+518
| +4% | +$79.2K | 0.47% | 56 |
|
|
2018
Q1 | $1.83M | Sell |
12,479
-666
| -5% | -$99.4K | 0.44% | 62 |
|
|
2017
Q4 | $1.94M | Buy |
13,145
+302
| +2% | +$43.7K | 0.47% | 60 |
|
|
2017
Q3 | $1.81M | Sell |
12,843
-1,048
| -8% | -$143K | 0.48% | 62 |
|
|
2017
Q2 | $1.88M | Buy |
13,891
+32
| +0.2% | +$4.29K | 0.53% | 54 |
|
|
2017
Q1 | $1.85M | Sell |
13,859
-231
| -2% | -$30.6K | 0.51% | 58 |
|
|
2016
Q4 | $1.82M | Buy |
14,090
+42
| +0.3% | +$5.21K | 0.52% | 53 |
|
|
2016
Q3 | $1.72M | Sell |
14,048
-1,452
| -9% | -$176K | 0.5% | 60 |
|
|
2016
Q2 | $1.79M | Buy |
15,500
+161
| +1% | +$18.3K | 0.45% | 49 |
|
|
2016
Q1 | $1.71M | Sell |
15,339
-505
| -3% | -$52.3K | 0.46% | 50 |
|
|
2015
Q4 | $1.75M | Sell |
15,844
-804
| -5% | -$91.1K | 0.57% | 39 |
|
|
2015
Q3 | $1.8M | Sell |
16,648
-334
| -2% | -$39.1K | 0.58% | 40 |
|
|
2015
Q2 | $2.06M | Sell |
16,982
-789
| -4% | -$96.9K | 0.67% | 36 |
|
|
2015
Q1 | $2.18M | Buy |
17,771
+715
| +4% | +$84.7K | 0.74% | 33 |
|
|
2014
Q4 | $1.99M | Buy |
17,056
+461
| +3% | +$52.5K | 0.75% | 27 |
|
|
2014
Q3 | $1.84M | Buy |
16,595
+17
| +0.1% | +$1.95K | 0.76% | 28 |
|
|
2014
Q2 | $1.94M | Buy |
16,578
+301
| +2% | +$33.7K | 0.89% | 23 |
|
|
2014
Q1 | $1.84M | Sell |
16,277
-428
| -3% | -$47.4K | 1.13% | 20 |
|
|
2013
Q4 | $1.84M | Buy |
+16,705
| New | +$1.78M | 1.43% | 18 |
|
Other funds holding VB
