Heartwood Wealth Advisors’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 | $88.8M | Buy |
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|
2025
Q2 | $82M | Buy |
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|
2025
Q1 | $75.7M | Sell |
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|
2024
Q4 | $85.8M | Buy |
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|
2024
Q3 | $83.9M | Buy |
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|
2024
Q2 | $76.4M | Buy |
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|
2024
Q1 | $79.5M | Sell |
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|
2023
Q4 | $74.8M | Buy |
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|
2023
Q3 | $65.3M | Buy |
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|
2023
Q2 | $68.4M | Buy |
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|
2023
Q1 | $63.8M | Buy |
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|
2022
Q4 | $60.3M | Buy |
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|
2022
Q3 | $54.3M | Buy |
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|
2022
Q2 | $53.9M | Buy |
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|
2022
Q1 | $63.3M | Buy |
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|
2021
Q4 | $65.6M | Sell |
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|
2021
Q3 | $63.6M | Buy |
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|
2021
Q2 | $64.9M | Sell |
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|
2021
Q1 | $62.3M | Sell |
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|
2020
Q4 | $71.7M | Buy |
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|
2020
Q3 | $55.9M | Sell |
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|
2020
Q2 | $53.6M | Buy |
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|
2020
Q1 | $39.8M | Buy |
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|
2019
Q4 | $41.6M | Buy |
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