Crestone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $266K | Hold |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $383K | Buy |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $323K | Hold |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $254K | Hold |
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|
2020
Q3 | $201K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $212K | Sell |
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|
2018
Q1 | $398K | Hold |
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|
2017
Q4 | $400K | Sell |
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|
2017
Q3 | $479K | Hold |
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|
2017
Q2 | $460K | Hold |
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|
2017
Q1 | $452K | Hold |
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|
2016
Q4 | $437K | Buy |
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