Fingerlakes 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
Q3 | $661K | Sell |
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|
2025
Q2 | $620K | Buy |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $659K | Sell |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $657K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $544K | Sell |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $705K | Buy |
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