Fusion Family Wealth’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 | $97.7M | Buy |
|
|||||
|
2025
Q1 | $88M | Buy |
|
|||||
|
2024
Q4 | $94.6M | Buy |
|
|||||
|
2024
Q3 | $89.6M | Buy |
|
|||||
|
2024
Q2 | $77.9M | Buy |
|
|||||
|
2024
Q1 | $80.7M | Buy |
|
|||||
|
2023
Q4 | $72.8M | Sell |
|
|||||
|
2023
Q3 | $71.6M | Buy |
|
|||||
|
2023
Q2 | $74.6M | Buy |
|
|||||
|
2023
Q1 | $68.4M | Buy |
|
|||||
|
2022
Q4 | $64.8M | Buy |
|
|||||
|
2022
Q3 | $60.5M | Sell |
|
|||||
|
2022
Q2 | $63.6M | Buy |
|
|||||
|
2022
Q1 | $68.4M | Buy |
|
|||||
|
2021
Q4 | $60.2M | Sell |
|
|||||
|
2021
Q3 | $60.5M | Buy |
|
|||||
|
2021
Q2 | $59.9M | Sell |
|
|||||
|
2021
Q1 | $57.5M | Buy |
|
|||||
|
2020
Q4 | $49.8M | Buy |
|
|||||
|
2020
Q3 | $38.6M | Buy |
|
|||||
|
2020
Q2 | $31.4M | Buy |
|
|||||
|
2020
Q1 | $15.9M | Buy |
|
|||||
|
2019
Q4 | $19.5M | Buy |
|
|||||
|
2019
Q3 | $17.8M | Buy |
|
|||||
|
2019
Q2 | $17.6M | Buy |
|
|||||
|
2019
Q1 | $15.7M | Buy |
|
|||||
|
2018
Q4 | $12.3M | Sell |
|
|||||
|
2018
Q3 | $15.3M | Buy |
|
|||||
|
2018
Q2 | $14.2M | Buy |
|
|||||
|
2018
Q1 | $13M | Buy |
|
|||||
|
2017
Q4 | $12.1M | Buy |
|
|||||
|
2017
Q3 | $11.1M | Buy |
|
|||||
|
2017
Q2 | $10.2M | Buy |
|
|||||
|
2017
Q1 | $9.83M | Buy |
|