Cornerstone Advisory’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
$257K Buy
2025
Q1
$224K Sell
2024
Q4
$311K Buy
2024
Q3
$297K Buy
2024
Q2
$262K Hold
2024
Q1
$274K Sell
2023
Q4
$323K Buy
2023
Q3
$260K Buy
2023
Q2
$270K Buy
2023
Q1
$242K Hold
2022
Q4
$234K Hold
2022
Q3
$218K Buy
2022
Q2
$218K Sell
2022
Q1
$297K Buy
2021
Q4
$223K Hold
2021
Q3
$216K Hold
2021
Q2
$222K Sell
2021
Q1
$212K Buy