Intersect Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $525K | Sell |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $803K | Hold |
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|
2021
Q3 | $777K | Sell |
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|
2021
Q2 | $805K | Buy |
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|
2021
Q1 | $761K | Buy |
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|
2020
Q4 | $678K | Sell |
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|
2020
Q3 | $731K | Hold |
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|
2020
Q2 | $693K | Sell |
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|
2020
Q1 | $681K | Hold |
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|
2019
Q4 | $977K | Hold |
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|
2019
Q3 | $908K | Buy |
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|
2019
Q2 | $342K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $200K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $491K | Hold |
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|
2017
Q3 | $469K | Hold |
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|
2017
Q2 | $450K | Buy |
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|
2017
Q1 | $371K | Sell |
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|
2016
Q4 | $424K | Hold |
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|
2016
Q3 | $401K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $286K | Hold |
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|
2015
Q3 | $279K | Hold |
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|
2015
Q2 | $314K | Buy |
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|
2015
Q1 | $10K | Buy |
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