HighMark Wealth Management’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 | $66.8K | Buy |
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|
2025
Q2 | $57.1K | Sell |
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|
2025
Q1 | $58.3K | Buy |
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|
2024
Q4 | $57.7K | Buy |
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|
2024
Q3 | $56.5K | Buy |
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|
2024
Q2 | $51.8K | Hold |
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|
2024
Q1 | $54.3K | Buy |
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|
2023
Q4 | $7.54K | Hold |
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|
2023
Q3 | $6.65K | Hold |
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|
2023
Q2 | $6.97K | Sell |
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|
2023
Q1 | $28.2K | Buy |
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|
2022
Q4 | $23K | Buy |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q3 | $15K | Buy |
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|
2021
Q2 | $11K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $37K | Buy |
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