Graves Light Lenhart 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
Q3 | $2.78M | Buy |
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|
2025
Q2 | $2.53M | Hold |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.56M | Hold |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $2.41M | Hold |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $2.4M | Sell |
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|
2023
Q3 | $2.12M | Buy |
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|
2023
Q2 | $2.27M | Hold |
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|
2023
Q1 | $2.16M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $634K | Buy |
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|
2021
Q3 | $605K | Hold |
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|
2021
Q2 | $624K | Hold |
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|
2021
Q1 | $593K | Sell |
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|
2020
Q4 | $544K | Sell |
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|
2020
Q3 | $435K | Sell |
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|
2020
Q2 | $414K | Buy |
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|
2020
Q1 | $285K | Buy |
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|
2019
Q4 | $403K | Hold |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | $341K | Buy |
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