Financial Synergies 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 | $19.2M | Sell |
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|
2025
Q1 | $18.5M | Buy |
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|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $19.7M | Sell |
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|
2024
Q2 | $18.1M | Sell |
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|
2024
Q1 | $21.5M | Sell |
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|
2023
Q4 | $24.9M | Buy |
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|
2023
Q3 | $19.6M | Sell |
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|
2023
Q2 | $21.5M | Sell |
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|
2023
Q1 | $25.8M | Buy |
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|
2022
Q4 | $24.9M | Sell |
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|
2022
Q3 | $23.4M | Sell |
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|
2022
Q2 | $24.7M | Buy |
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|
2022
Q1 | $24.7M | Sell |
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|
2021
Q4 | $27.3M | Sell |
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|
2021
Q3 | $29.6M | Sell |
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|
2021
Q2 | $33.2M | Sell |
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|
2021
Q1 | $32.1M | Sell |
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|
2020
Q4 | $29.8M | Sell |
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|
2020
Q3 | $43.2M | Sell |
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|
2020
Q2 | $53.9M | Sell |
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|
2020
Q1 | $47.4M | Buy |
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|
2019
Q4 | $60.4M | Buy |
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|
2019
Q3 | $54.7M | Buy |
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|
2019
Q2 | $54.4M | Buy |
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|
2019
Q1 | $51.9M | Buy |
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