Clearstead Trust’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 | $558K | Buy |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $355K | Hold |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $31K | Sell |
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|
2021
Q4 | $90K | Hold |
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|
2021
Q3 | $87K | Buy |
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