Integrated Wealth Concepts’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 | $24.2M | Buy |
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|
2025
Q1 | $22.3M | Sell |
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|
2024
Q4 | $25.4M | Sell |
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|
2024
Q3 | $29.3M | Buy |
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|
2024
Q2 | $25.3M | Buy |
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|
2024
Q1 | $25.4M | Buy |
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|
2023
Q4 | $23.3M | Sell |
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|
2023
Q3 | $20.7M | Sell |
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|
2023
Q2 | $22.7M | Buy |
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|
2023
Q1 | $15.1M | Buy |
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|
2022
Q4 | $11M | Sell |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $8.34M | Buy |
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|
2021
Q4 | $8.24M | Buy |
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|
2021
Q3 | $7.83M | Buy |
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|
2021
Q2 | $7.66M | Buy |
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|
2021
Q1 | $6.66M | Buy |
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|
2020
Q4 | $5.88M | Buy |
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|
2020
Q3 | $4.38M | Buy |
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|
2020
Q2 | $3.89M | Sell |
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|
2020
Q1 | $3.18M | Sell |
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|
2019
Q4 | $5.24M | Buy |
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|
2019
Q3 | $4.09M | Buy |
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|
2019
Q2 | $3.93M | Buy |
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|
2019
Q1 | $3.46M | Buy |
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|
2018
Q4 | $2.19M | Buy |
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|
2018
Q3 | $2.17M | Buy |
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|
2018
Q2 | $312K | Sell |
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|
2018
Q1 | $2M | Buy |
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|
2017
Q4 | $1.98M | Buy |
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