Davis Investment Partners’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
$291K Buy
2025
Q2
$272K Sell
2025
Q1
$284K Buy
2024
Q4
$270K Buy
2024
Q3
$265K Buy
2024
Q2
$255K Hold
2024
Q1
$249K Hold
2023
Q4
$233K Hold
2023
Q3
$207K Hold
2023
Q2
$232K Buy