GoalVest Advisory’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
Q3 | $509 | Hold |
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|
2025
Q2 | $474 | Sell |
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|
2025
Q1 | $6.79M | Sell |
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|
2024
Q4 | $8.17M | Sell |
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|
2024
Q3 | $8.1M | Buy |
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|
2024
Q2 | $7.11M | Sell |
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|
2024
Q1 | $13.3M | Buy |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $9.68M | Buy |
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|
2023
Q2 | $8.68M | Buy |
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|
2023
Q1 | $6.06M | Buy |
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|
2022
Q4 | $3.74M | Buy |
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|
2022
Q3 | $3.34M | Buy |
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|
2022
Q2 | $3.17M | Buy |
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|
2022
Q1 | $3.53M | Buy |
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|
2021
Q2 | $4.27M | Buy |
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|
2021
Q1 | $3.51M | Buy |
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|
2020
Q4 | $2.48M | Buy |
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