Everhart Financial 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
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $988K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $968K | Buy |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $797K | Sell |
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|
2023
Q1 | $781K | Sell |
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|
2022
Q4 | $771K | Sell |
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|
2022
Q3 | $737K | Buy |
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|
2022
Q2 | $698K | Sell |
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|
2022
Q1 | $866K | Sell |
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|
2021
Q4 | $925K | Buy |
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|
2021
Q3 | $891K | Sell |
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|
2021
Q2 | $921K | Buy |
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|
2021
Q1 | $860K | Buy |
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|
2020
Q4 | $736K | Buy |
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