IAG Wealth Partners’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 | $382K | Sell |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $438K | Buy |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | $189K | Sell |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $176K | Buy |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $127K | Sell |
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|
2021
Q3 | $154K | Sell |
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|
2021
Q2 | $173K | Sell |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $322K | Sell |
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|
2019
Q4 | $574K | Buy |
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