Connecticut Wealth Management’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 | $41.1M | Buy |
|
|||||
|
2025
Q1 | $32.4M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $33.8M | Sell |
|
|||||
|
2024
Q2 | $31.6M | Sell |
|
|||||
|
2024
Q1 | $33.8M | Sell |
|
|||||
|
2023
Q4 | $33.6M | Sell |
|
|||||
|
2023
Q3 | $30.9M | Buy |
|
|||||
|
2023
Q2 | $28.8M | Buy |
|
|||||
|
2023
Q1 | $23.2M | Buy |
|
|||||
|
2022
Q4 | $21.8M | Buy |
|
|||||
|
2022
Q3 | $18.9M | Sell |
|
|||||
|
2022
Q2 | $20.7M | Buy |
|
|||||
|
2022
Q1 | $24.5M | Buy |
|
|||||
|
2021
Q4 | $25.3M | Sell |
|
|||||
|
2021
Q3 | $25.4M | Buy |
|
|||||
|
2021
Q2 | $25.4M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $17.8M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $13.1M | Buy |
|
|||||
|
2019
Q4 | $4.15M | Sell |
|
|||||
|
2019
Q3 | $3.99M | Buy |
|
|||||
|
2019
Q2 | $3.97M | Sell |
|
|||||
|
2019
Q1 | $4.31M | Sell |
|
|||||
|
2018
Q4 | $4.68M | Buy |
|
|||||
|
2018
Q3 | $2.96M | Sell |
|
|||||
|
2018
Q2 | $3.13M | Sell |
|
|||||
|
2018
Q1 | $2.96M | Buy |
|
|||||
|
2017
Q4 | $3.09M | Sell |
|
|||||
|
2017
Q3 | $2.95M | Sell |
|
|||||
|
2017
Q2 | $2.87M | Sell |
|
|||||
|
2017
Q1 | $2.9M | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $2.71M | Buy |
|