Denver PWM’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 | $624K | Hold |
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|
2025
Q2 | $624K | Sell |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $714K | Sell |
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|
2024
Q3 | $710K | Buy |
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|
2024
Q2 | $652K | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $2.13M | Buy |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $829K | Buy |
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