Golden State Wealth 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
Q3 | $883K | Buy |
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|
2025
Q2 | $817K | Buy |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $796K | Buy |
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|
2022
Q1 | $674K | Buy |
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|
2021
Q4 | $690K | Buy |
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|
2021
Q3 | $640K | Hold |
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|
2021
Q2 | $659K | Sell |
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|
2021
Q1 | $716K | Buy |
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|
2020
Q4 | $556K | Buy |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $251K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $348K | Buy |
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|
2019
Q1 | $315K | Buy |
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