Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $396K | Sell |
|
|||||
|
2021
Q3 | $818K | Buy |
|
|||||
|
2021
Q2 | $451K | Hold |
|
|||||
|
2021
Q1 | $428K | Hold |
|
|||||
|
2020
Q4 | $389K | Hold |
|
|||||
|
2020
Q3 | $308K | Sell |
|
|||||
|
2020
Q2 | $297K | Hold |
|
|||||
|
2020
Q1 | $235K | Hold |
|
|||||
|
2019
Q4 | $338K | Buy |
|
|||||
|
2019
Q3 | $308K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $356K | Buy |
|