Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.5M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $9.48M | Buy |
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|
2023
Q4 | $8.49M | Buy |
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|
2023
Q3 | $2.81M | Buy |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $78.8K | Hold |
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|
2022
Q4 | $76.3K | Buy |
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|
2022
Q3 | $48.8K | Buy |
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|
2022
Q2 | $22.9K | Hold |
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|
2022
Q1 | $27.6K | Hold |
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|
2021
Q4 | $29.4K | Hold |
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|
2021
Q3 | $28.4K | Hold |
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|
2021
Q2 | $29.3K | Hold |
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|
2021
Q1 | $27.8K | Hold |
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|
2020
Q4 | $25.3K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $18.9K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $21.5K | Buy |
|