Evolution Wealth 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 | $8.58M | Sell |
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|
2025
Q1 | $8.96M | Sell |
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|
2024
Q4 | $9.87M | Sell |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.24M | Sell |
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|
2024
Q1 | $9.7M | Sell |
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|
2023
Q4 | $9.08M | Buy |
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|
2023
Q3 | $8.04M | Buy |
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|
2023
Q2 | $8.44M | Sell |
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|
2023
Q1 | $8.07M | Sell |
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|
2022
Q4 | $7.83M | Buy |
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|
2022
Q3 | $7.27M | Sell |
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|
2022
Q2 | $9.57M | Buy |
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|
2022
Q1 | $11.5M | Sell |
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|
2021
Q4 | $28.2K | Buy |
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|
2021
Q3 | $24.3M | Sell |
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|
2021
Q2 | $32M | Sell |
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|
2021
Q1 | $30.9M | Buy |
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|
2020
Q4 | $27M | Buy |
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|
2020
Q3 | $11.6M | Buy |
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