Kovitz Investment Group Partners’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 | $20.6M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $9.74M | Buy |
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|
2024
Q2 | $7.27M | Buy |
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|
2024
Q1 | $6.89M | Buy |
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|
2023
Q4 | $5.79M | Buy |
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|
2023
Q3 | $5.02M | Buy |
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|
2023
Q2 | $5.06M | Sell |
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|
2023
Q1 | $8.41M | Sell |
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|
2022
Q4 | $8.61M | Sell |
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|
2022
Q3 | $8.49M | Sell |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $12.2M | Sell |
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|
2021
Q2 | $13M | Buy |
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|
2021
Q1 | $11.9M | Sell |
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|
2020
Q4 | $11.6M | Buy |
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|
2020
Q3 | $9.13M | Sell |
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|
2020
Q2 | $9.01M | Buy |
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|
2020
Q1 | $6.37M | Buy |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $479K | Hold |
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|
2019
Q2 | $487K | Hold |
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|
2019
Q1 | $475K | Buy |
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|
2018
Q4 | $410K | Sell |
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|
2018
Q3 | $507K | Hold |
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|
2018
Q2 | $485K | Hold |
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|
2018
Q1 | $458K | Hold |
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|
2017
Q4 | $461 | Hold |
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|
2017
Q3 | $440K | Sell |
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|
2017
Q2 | $481K | Buy |
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|
2017
Q1 | $415K | Hold |
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|
2016
Q4 | $402K | Sell |
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|
2016
Q3 | $385K | Sell |
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|
2016
Q2 | $379K | Hold |
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|
2016
Q1 | $365K | Buy |
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