Confluence Wealth Services’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 | $867K | Buy |
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|
2025
Q1 | $764K | Buy |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $491K | Hold |
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|
2024
Q1 | $514K | Hold |
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|
2023
Q4 | $480K | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $736K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Buy |
|