Evermay 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 | $3.07M | Buy |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.47M | Sell |
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|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $2.54M | Sell |
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|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.29M | Sell |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $4.62M | Buy |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $443K | Hold |
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|
2020
Q4 | $403K | Hold |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $302K | Buy |
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