Corient Private Wealth’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 | $113M | Buy |
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2025
Q1 | $102M | Buy |
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2024
Q4 | $93.9M | Sell |
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2024
Q3 | $97.1M | Buy |
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2024
Q2 | $88.7M | Buy |
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2024
Q1 | $91.8M | Sell |
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2023
Q4 | $85.8M | Buy |
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2023
Q3 | $70.6M | Buy |
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2023
Q2 | $64.1M | Buy |
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2023
Q1 | $60.4M | Sell |
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2022
Q4 | $59.1M | Buy |
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