Howe & Rusling’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 | $224K | Buy |
|
|||||
|
2025
Q1 | $131K | Sell |
|
|||||
|
2024
Q4 | $184K | Sell |
|
|||||
|
2024
Q3 | $262K | Buy |
|
|||||
|
2024
Q2 | $213K | Sell |
|
|||||
|
2024
Q1 | $318K | Buy |
|
|||||
|
2023
Q4 | $256K | Buy |
|
|||||
|
2023
Q3 | $149K | Sell |
|
|||||
|
2023
Q2 | $160K | Buy |
|
|||||
|
2023
Q1 | $151K | Sell |
|
|||||
|
2022
Q4 | $267K | Sell |
|
|||||
|
2022
Q3 | $255K | Buy |
|
|||||
|
2022
Q2 | $172K | Buy |
|
|||||
|
2022
Q1 | $182K | Sell |
|
|||||
|
2021
Q4 | $209K | Buy |
|
|||||
|
2021
Q3 | $195K | Hold |
|
|||||
|
2021
Q2 | $200K | Hold |
|
|||||
|
2021
Q1 | $191K | Sell |
|
|||||
|
2020
Q4 | $212K | Sell |
|
|||||
|
2020
Q3 | $242K | Buy |
|
|||||
|
2020
Q2 | $161K | Sell |
|
|||||
|
2020
Q1 | $191K | Sell |
|
|||||
|
2019
Q4 | $303K | Buy |
|
|||||
|
2019
Q3 | $272K | Sell |
|
|||||
|
2019
Q2 | $290K | Sell |
|
|||||
|
2019
Q1 | $284K | Sell |
|
|||||
|
2018
Q4 | $299K | Sell |
|
|||||
|
2018
Q3 | $881K | Buy |
|
|||||
|
2018
Q2 | $818K | Buy |
|
|||||
|
2018
Q1 | $768K | Buy |
|
|||||
|
2017
Q4 | $753K | Buy |
|
|||||
|
2017
Q3 | $587K | Sell |
|
|||||
|
2017
Q2 | $580K | Sell |
|
|||||
|
2017
Q1 | $574K | Buy |
|
|||||
|
2016
Q4 | $516K | Sell |
|
|||||
|
2016
Q3 | $574K | Sell |
|
|||||
|
2016
Q2 | $594K | Sell |
|
|||||
|
2016
Q1 | $682K | Sell |
|
|||||
|
2015
Q4 | $722K | Buy |
|
|||||
|
2015
Q3 | $654K | Buy |
|
|||||
|
2015
Q2 | $701K | Buy |
|
|||||
|
2015
Q1 | $673K | Sell |
|
|||||
|
2014
Q4 | $654K | Buy |
|
|||||
|
2014
Q3 | $619K | Hold |
|
|||||
|
2014
Q2 | $655K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $603K | Buy |
|
|||||
|
2013
Q3 | $443K | Sell |
|
|||||
|
2013
Q2 | $502K | Buy |
|