HM Payson & Co’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 | $460K | Buy |
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|
2025
Q2 | $422K | Hold |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $102K | Hold |
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|
2022
Q4 | $98.9K | Sell |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $137K | Buy |
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|
2021
Q4 | $119K | Hold |
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|
2021
Q3 | $115K | Sell |
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|
2021
Q2 | $120K | Hold |
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|
2021
Q1 | $114K | Sell |
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|
2020
Q4 | $119K | Sell |
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|
2020
Q3 | $118K | Buy |
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|
2020
Q2 | $83K | Hold |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $99K | Hold |
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|
2019
Q3 | $92K | Sell |
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|
2019
Q2 | $98K | Buy |
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