GeoWealth Management’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 | $11.7M | Buy |
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|
2025
Q1 | $9.12M | Sell |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $12.4M | Buy |
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|
2024
Q2 | $8.13M | Buy |
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|
2024
Q1 | $8.15M | Buy |
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|
2023
Q4 | $58K | Buy |
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|
2023
Q3 | $28K | Hold |
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|
2023
Q2 | $30K | Hold |
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|
2023
Q1 | $28K | Hold |
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|
2022
Q4 | $27K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $352K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5.8M | Buy |
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