EPG 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 | $57.5K | Hold |
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|
2025
Q1 | $53.8K | Hold |
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|
2024
Q4 | $58.2K | Hold |
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|
2024
Q3 | $57.4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $100K | Hold |
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|
2023
Q4 | $92.3K | Sell |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $134K | Buy |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $141K | Buy |
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|
2022
Q3 | $102K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $70K | Sell |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $81K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $60K | Buy |
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