Fernwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $213K | Hold |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Sell |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Buy |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $215K | Sell |
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|
2019
Q1 | $221K | Buy |
|