Choate Investment Advisors’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 | $1.08M | Hold |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.23M | Hold |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $2.15M | Hold |
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|
2024
Q1 | $2.26M | Buy |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $898K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.78K | Hold |
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|
2014
Q1 | $1.72K | Buy |
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