Circle Wealth Management’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 | $9.22M | Sell |
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|
2025
Q1 | $8.9M | Sell |
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|
2024
Q4 | $9.77M | Hold |
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|
2024
Q3 | $9.65M | Hold |
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|
2024
Q2 | $8.87M | Hold |
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|
2024
Q1 | $9.3M | Sell |
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|
2023
Q4 | $12.6M | Sell |
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|
2023
Q3 | $43.1M | Buy |
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|
2023
Q2 | $1.14M | Hold |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $1.05M | Hold |
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|
2022
Q3 | $980K | Hold |
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|
2022
Q2 | $1.01M | Hold |
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|
2022
Q1 | $1.22M | Hold |
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|
2021
Q4 | $1.29M | Hold |
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|
2021
Q3 | $1.25M | Hold |
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|
2021
Q2 | $1.29M | Hold |
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|
2021
Q1 | $1.23M | Hold |
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|
2020
Q4 | $1.12M | Hold |
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|
2020
Q3 | $882K | Hold |
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|
2020
Q2 | $835K | Hold |
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|
2020
Q1 | $662K | Buy |
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