Compass Ion 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 | $4.86M | Sell |
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|
2025
Q1 | $6M | Sell |
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|
2024
Q4 | $9.76M | Sell |
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|
2024
Q3 | $9.88M | Sell |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $10M | Sell |
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|
2023
Q4 | $9.5M | Sell |
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|
2023
Q3 | $8.48M | Buy |
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|
2023
Q2 | $4.53M | Buy |
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|
2023
Q1 | $2.27M | Sell |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $2.78M | Buy |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $981K | Buy |
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|
2021
Q1 | $672K | Buy |
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|
2020
Q4 | $564K | Sell |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | $267K | Buy |
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