Forum Private Client Group’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 | $338K | Sell |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $448K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $489K | Buy |
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|
2022
Q3 | $455K | Hold |
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|
2022
Q2 | $469K | Buy |
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|
2022
Q1 | $542K | Buy |
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