Frisch Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $12.6M | Buy |
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|
2022
Q1 | $14.8M | Buy |
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|
2021
Q4 | $8.53M | Sell |
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|
2021
Q3 | $8.51M | Buy |
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|
2021
Q2 | $8.28M | Sell |
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|
2021
Q1 | $7.95M | Buy |
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|
2020
Q4 | $7.07M | Buy |
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|
2020
Q3 | $5.44M | Sell |
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|
2020
Q2 | $5.18M | Sell |
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|
2020
Q1 | $4.14M | Sell |
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|
2019
Q4 | $6.13M | Sell |
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|
2019
Q3 | $5.72M | Sell |
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|
2019
Q2 | $6.04M | Sell |
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|
2019
Q1 | $6.77M | Sell |
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|
2018
Q4 | $6.22M | Buy |
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