Intergy Private Wealth’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 | $416K | Sell |
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|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $506K | Hold |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $505K | Sell |
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|
2022
Q2 | $640K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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