Forum Financial 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 | $307K | Sell |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $241K | Sell |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $439K | Hold |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $524K | Buy |
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