Cohen 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
Q3 | $1.09M | Buy |
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|
2025
Q2 | $978K | Buy |
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|
2025
Q1 | $872K | Buy |
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|
2024
Q4 | $862K | Buy |
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|
2024
Q3 | $800K | Buy |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $731K | Buy |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $606K | Buy |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $448K | Buy |
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|
2021
Q2 | $448K | Sell |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $361K | Buy |
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