Heron Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.7M | Sell |
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|
2023
Q1 | $6.67M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $6.42M | Buy |
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|
2022
Q2 | $5.99M | Buy |
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|
2022
Q1 | $6.96M | Buy |
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|
2021
Q4 | $6.37M | Buy |
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|
2021
Q3 | $6.43M | Buy |
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|
2021
Q2 | $6.03M | Buy |
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|
2021
Q1 | $5.77M | Buy |
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|
2020
Q4 | $4.79M | Buy |
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|
2020
Q3 | $3.67M | Buy |
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|
2020
Q2 | $3.21M | Buy |
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|
2020
Q1 | $2.68M | Buy |
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|
2019
Q4 | $3.42M | Buy |
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