KWB 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 | $300K | Hold |
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|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $304K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $325K | Hold |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $310K | Hold |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $408K | Buy |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $396K | Hold |
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|
2020
Q4 | $360K | Buy |
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