Financial Perspectives’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
Q3 | $72.9K | Buy |
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|
2025
Q2 | $67.7K | Buy |
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|
2025
Q1 | $46.8K | Buy |
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|
2024
Q4 | $46.9K | Buy |
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|
2024
Q3 | $38.1K | Buy |
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|
2024
Q2 | $27.1K | Buy |
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|
2024
Q1 | $19.8K | Buy |
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|
2023
Q4 | $17.4K | Hold |
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|
2023
Q3 | $15.4K | Hold |
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|
2023
Q2 | $16.2K | Buy |
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|
2023
Q1 | $14.4K | Hold |
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|
2022
Q4 | $14K | Buy |
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|
2022
Q3 | $12.7K | Hold |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $14.9K | Hold |
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|
2021
Q3 | $14.4K | Hold |
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|
2021
Q2 | $14.9K | Sell |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $12.8K | Hold |
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|
2020
Q3 | $10.2K | Hold |
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|
2020
Q2 | $9.62K | Hold |
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|
2020
Q1 | $7.62K | Hold |
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|
2019
Q4 | $10.9K | Buy |
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