CIA
Choate Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
4,547
| – | – | 0.02% | 191 |
|
|
2025
Q1 | $1.01M | Sell |
4,547
-574
| -11% | -$127K | 0.03% | 186 |
|
|
2024
Q4 | $1.23M | Hold |
5,121
| – | – | 0.03% | 173 |
|
|
2024
Q3 | $1.21M | Sell |
5,121
-4,750
| -48% | -$1.13M | 0.03% | 177 |
|
|
2024
Q2 | $2.15M | Hold |
9,871
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $2.26M | Buy |
9,871
+5,121
| +108% | +$1.17M | 0.06% | 132 |
|
|
2023
Q4 | $1.01M | Hold |
4,750
| – | – | 0.03% | 185 |
|
|
2023
Q3 | $898K | Buy |
+4,750
| New | +$898K | 0.04% | 176 |
|
|
2021
Q3 | – | Sell |
-29
| Closed | -$7K | – | 342 |
|
|
2021
Q2 | $7K | Buy |
+29
| New | +$7K | ﹤0.01% | 324 |
|
|
2014
Q3 | – | Sell |
-15
| Closed | -$1.78K | – | 299 |
|
|
2014
Q2 | $1.78K | Hold |
15
| – | – | ﹤0.01% | 301 |
|
|
2014
Q1 | $1.72K | Buy |
+15
| New | +$1.72K | ﹤0.01% | 289 |
|