Elmwood 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 | $249K | Sell |
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|
2025
Q1 | $348K | Hold |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $343K | Hold |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $312K | Buy |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $205K | Sell |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $233K | Hold |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $194K | Hold |
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|
2018
Q3 | $239K | Buy |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $216K | Buy |
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