Evergreen 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 | $210K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $211K | Buy |
|
|||||
|
2024
Q3 | $207K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $342K | Sell |
|
|||||
|
2021
Q2 | $350K | Hold |
|
|||||
|
2021
Q1 | $350K | Buy |
|
|||||
|
2020
Q4 | $318K | Buy |
|
|||||
|
2020
Q3 | $236K | Buy |
|
|||||
|
2020
Q2 | $223K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $307K | Buy |
|
|||||
|
2019
Q3 | $284K | Buy |
|
|||||
|
2019
Q2 | $287K | Sell |
|
|||||
|
2019
Q1 | $292K | Hold |
|
|||||
|
2018
Q4 | $252K | Buy |
|