Delta Financial Advisors’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 | $1.14M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $945K | Buy |
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|
2023
Q2 | $992K | Buy |
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|
2023
Q1 | $944K | Buy |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $848K | Buy |
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|
2022
Q2 | $873K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $940K | Buy |
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|
2020
Q3 | $740K | Sell |
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|
2020
Q2 | $703K | Sell |
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|
2020
Q1 | $610K | Sell |
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|
2019
Q4 | $4.27M | Sell |
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|
2019
Q3 | $4M | Buy |
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|
2019
Q2 | $4.04M | Buy |
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