Heritage Investment Group’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 | $655K | Buy |
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|
2025
Q2 | $609K | Hold |
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|
2025
Q1 | $570K | Buy |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $471K | Hold |
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|
2024
Q2 | $433K | Hold |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $226K | Buy |
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