Elwood & Goetz Wealth Advisory Group’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 | $3.08M | Buy |
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|
2025
Q2 | $2.82M | Buy |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $2.33M | Buy |
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|
2024
Q3 | $2.28M | Sell |
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|
2024
Q2 | $2.11M | Sell |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $1.99M | Hold |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $1.85M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $1.79M | Sell |
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $2.37M | Buy |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $2.37M | Sell |
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|
2021
Q1 | $2.46M | Sell |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $1.87M | Buy |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $241K | Buy |
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