CVA Family Office’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
Q3 | $161K | Hold |
|
|||||
|
2025
Q2 | $150K | Hold |
|
|||||
|
2025
Q1 | $141K | Sell |
|
|||||
|
2024
Q4 | $344K | Hold |
|
|||||
|
2024
Q3 | $340K | Sell |
|
|||||
|
2024
Q2 | $405K | Sell |
|
|||||
|
2024
Q1 | $477K | Hold |
|
|||||
|
2023
Q4 | $445K | Sell |
|
|||||
|
2023
Q3 | $533K | Hold |
|
|||||
|
2023
Q2 | $561K | Hold |
|
|||||
|
2023
Q1 | $534K | Hold |
|
|||||
|
2022
Q4 | $517K | Sell |
|
|||||
|
2022
Q3 | $489K | Sell |
|
|||||
|
2022
Q2 | $561K | Sell |
|
|||||
|
2022
Q1 | $703K | Hold |
|
|||||
|
2021
Q4 | $747K | Buy |
|
|||||
|
2021
Q3 | $480K | Sell |
|
|||||
|
2021
Q2 | $745K | Buy |
|
|||||
|
2021
Q1 | $678K | Hold |
|
|||||
|
2020
Q4 | $617K | Buy |
|
|||||
|
2020
Q3 | $480K | Buy |
|
|||||
|
2020
Q2 | $340K | Buy |
|