Foundations Investment 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
Q3 | $2.77M | Buy |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $922K | Sell |
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|
2024
Q2 | $881K | Sell |
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|
2024
Q1 | $936K | Sell |
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|
2023
Q4 | $890K | Buy |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $914K | Buy |
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|
2023
Q1 | $703K | Buy |
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|
2022
Q4 | $624K | Buy |
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|
2022
Q3 | $530K | Buy |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $885K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7.39M | Buy |
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