HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.09M | Sell |
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|
2024
Q1 | $8.64M | Sell |
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|
2023
Q4 | $8.07M | Buy |
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|
2023
Q3 | $6.48M | Sell |
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|
2023
Q2 | $8.22M | Sell |
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|
2023
Q1 | $8.3M | Sell |
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|
2022
Q4 | $8.22M | Buy |
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|
2022
Q3 | $7.43M | Buy |
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|
2022
Q2 | $5.06M | Sell |
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|
2022
Q1 | $7.51M | Buy |
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|
2021
Q4 | $7.01M | Buy |
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|
2021
Q3 | $6.66M | Buy |
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|
2021
Q2 | $6.64K | Sell |
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|
2021
Q1 | $6.4M | Buy |
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|
2020
Q4 | $5.42M | Buy |
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|
2020
Q3 | $3.96M | Sell |
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|
2020
Q2 | $4.33M | Sell |
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|
2020
Q1 | $4.56M | Sell |
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|
2019
Q4 | $7.35M | Sell |
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|
2019
Q3 | $7.12M | Sell |
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|
2019
Q2 | $8.83M | Sell |
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|
2019
Q1 | $12.7M | Sell |
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|
2018
Q4 | $11.9M | Buy |
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