DHJJ 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
Q3 | $206K | Sell |
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|
2025
Q2 | $193K | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $203K | Buy |
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