Concord Wealth Partners’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 | $28.2K | Sell |
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|
2025
Q1 | $26.8K | Buy |
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|
2024
Q4 | $28.6K | Hold |
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|
2024
Q3 | $28.2K | Sell |
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|
2024
Q2 | $28.1K | Hold |
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|
2024
Q1 | $29.5K | Hold |
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|
2023
Q4 | $27.5K | Sell |
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|
2023
Q3 | $51.2K | Sell |
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|
2023
Q2 | $64.6K | Sell |
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|
2023
Q1 | $63.9K | Sell |
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|
2022
Q4 | $111K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $103K | Hold |
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|
2022
Q1 | $124K | Sell |
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|
2021
Q4 | $185K | Buy |
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|
2021
Q3 | $47K | Sell |
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|
2021
Q2 | $88K | Sell |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $14K | Buy |
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