Douglass Winthrop 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
$417K Sell
2025
Q1
$412K Sell
2024
Q4
$453K Hold
2024
Q3
$447K Hold
2024
Q2
$411K Buy
2024
Q1
$319K Buy
2021
Q1
Sell
2020
Q4
$234K Buy
2020
Q3
Sell
2020
Q2
$262K Sell
2020
Q1
$266K Sell
2019
Q4
$952K Buy
2019
Q3
$277K Hold
2019
Q2
$282K Buy
2015
Q4
Sell
2015
Q3
$264K Hold
2015
Q2
$300K Hold
2015
Q1
$300K Buy