Inspirion Wealth Advisors’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 | $517K | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $517K | Sell |
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|
2024
Q2 | $478K | Sell |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $390K | Sell |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $378K | Sell |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $387K | Buy |
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|
2019
Q3 | $359K | Sell |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $399K | Sell |
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|
2018
Q4 | $408K | Sell |
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|
2018
Q3 | $559K | Sell |
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|
2018
Q2 | $680K | Sell |
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|
2018
Q1 | $774K | Sell |
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|
2017
Q4 | $1.64M | Buy |
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|
2017
Q3 | $1.52M | Buy |
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|
2017
Q2 | $1.42M | Buy |
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|
2017
Q1 | $1.21M | Buy |
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|
2016
Q4 | $889K | Buy |
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|
2016
Q3 | $793K | Buy |
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|
2016
Q2 | $710K | Sell |
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|
2016
Q1 | $689K | Buy |
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|
2015
Q4 | $642K | Buy |
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|
2015
Q3 | $615K | Buy |
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|
2015
Q2 | $608K | Buy |
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|
2015
Q1 | $409K | Buy |
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|
2014
Q4 | $280K | Buy |
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