Jeppson 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 | $1.6M | Sell |
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|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.27M | Hold |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $810K | Sell |
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|
2023
Q2 | $856K | Sell |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $819K | Buy |
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|
2022
Q3 | $632K | Buy |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $288K | Sell |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $211K | Buy |
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