Elk River 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
Q2 | $546K | Sell |
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|
2025
Q1 | $510K | Buy |
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|
2024
Q4 | $551K | Hold |
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|
2024
Q3 | $546K | Hold |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $560K | Hold |
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|
2023
Q3 | $497K | Hold |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $483K | Hold |
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|
2022
Q3 | $449K | Hold |
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|
2022
Q2 | $463K | Hold |
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|
2022
Q1 | $559K | Hold |
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|
2021
Q4 | $594K | Hold |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $592K | Buy |
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|
2021
Q1 | $562K | Hold |
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|
2020
Q4 | $511K | Buy |
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