Francis Financial’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 | $565K | Buy |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $609K | Buy |
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|
2024
Q1 | $542K | Hold |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $474K | Hold |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $486K | Buy |
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