Defined Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Sell |
|
|||||
|
2025
Q2 | $1.29M | Buy |
|
|||||
|
2025
Q1 | $1.2M | Sell |
|
|||||
|
2024
Q4 | $1.32M | Sell |
|
|||||
|
2024
Q3 | $1.31M | Sell |
|
|||||
|
2024
Q2 | $1.21M | Buy |
|
|||||
|
2024
Q1 | $1.26M | Buy |
|
|||||
|
2023
Q4 | $1.18M | Buy |
|
|||||
|
2023
Q3 | $1.04M | Buy |
|
|||||
|
2023
Q2 | $1.07M | Buy |
|
|||||
|
2023
Q1 | $938K | Sell |
|
|||||
|
2022
Q4 | $920K | Sell |
|
|||||
|
2022
Q3 | $965K | Buy |
|
|||||
|
2022
Q2 | $970K | Sell |
|
|||||
|
2022
Q1 | $1.21M | Sell |
|
|||||
|
2021
Q4 | $1.97M | Buy |
|
|||||
|
2021
Q3 | $1.86M | Buy |
|
|||||
|
2021
Q2 | $1.91M | Buy |
|
|||||
|
2021
Q1 | $1.81M | Buy |
|
|||||
|
2020
Q4 | $896K | Buy |
|