Institute for Wealth Management’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 | $339K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $152K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $298K | Buy |
|