Heritage 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
Q2 | $88.4K | Hold |
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|
2025
Q1 | $82.7K | Sell |
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|
2024
Q4 | $189K | Hold |
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|
2024
Q3 | $187K | Sell |
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|
2024
Q2 | $172K | Hold |
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|
2024
Q1 | $181K | Sell |
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|
2023
Q4 | $872K | Buy |
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|
2023
Q3 | $773K | Sell |
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|
2023
Q2 | $893K | Buy |
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|
2023
Q1 | $775K | Sell |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $694K | Hold |
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|
2022
Q2 | $715K | Hold |
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|
2022
Q1 | $863K | Sell |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $997K | Hold |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $482K | Hold |
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|
2020
Q4 | $439K | Hold |
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|
2020
Q3 | $347K | Hold |
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|
2020
Q2 | $328K | Hold |
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|
2020
Q1 | $260K | Hold |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $26.4K | Buy |
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