Herold 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 | $292K | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $276K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $130K | Buy |
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