Laird Norton Wetherby Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
+5,186
| New | +$1.23M | 0.05% | 314 |
|
|
2024
Q4 | $1.22M | Buy |
5,060
+3
| +0.1% | +$721 | 0.06% | 293 |
|
|
2024
Q3 | $1.2M | Sell |
5,057
-413
| -8% | -$98K | 0.05% | 312 |
|
|
2024
Q2 | $1.19M | Sell |
5,470
-22
| -0.4% | -$4.8K | 0.06% | 299 |
|
|
2024
Q1 | $1.26M | Sell |
5,492
-466
| -8% | -$107K | 0.06% | 310 |
|
|
2023
Q4 | $1.27M | Sell |
5,958
-272
| -4% | -$58K | 0.07% | 300 |
|
|
2023
Q3 | $1.18M | Sell |
6,230
-61
| -1% | -$11.5K | 0.07% | 300 |
|
|
2023
Q2 | $1.25M | Sell |
6,291
-398
| -6% | -$79.2K | 0.07% | 293 |
|
|
2023
Q1 | $1.27M | Buy |
6,689
+12
| +0.2% | +$2.28K | 0.07% | 283 |
|
|
2022
Q4 | $1.23M | Buy |
6,677
+1,160
| +21% | +$213K | 0.08% | 283 |
|
|
2022
Q3 | $943K | Buy |
5,517
+71
| +1% | +$12.1K | 0.07% | 305 |
|
|
2022
Q2 | $959K | Buy |
5,446
+465
| +9% | +$81.9K | 0.07% | 306 |
|
|
2022
Q1 | $1.06M | Buy |
4,981
+730
| +17% | +$155K | 0.06% | 295 |
|
|
2021
Q4 | $961K | Buy |
4,251
+2
| +0% | +$452 | 0.05% | 329 |
|
|
2021
Q3 | $929K | Buy |
4,249
+101
| +2% | +$22.1K | 0.06% | 320 |
|
|
2021
Q2 | $935K | Buy |
4,148
+1,282
| +45% | +$289K | 0.06% | 321 |
|
|
2021
Q1 | $614K | Sell |
2,866
-852
| -23% | -$183K | 0.05% | 383 |
|
|
2020
Q4 | $724K | Buy |
3,718
+2,225
| +149% | +$433K | 0.05% | 352 |
|
|
2020
Q3 | $229K | Sell |
1,493
-50
| -3% | -$7.67K | 0.02% | 608 |
|
|
2020
Q2 | $225K | Buy |
+1,543
| New | +$225K | 0.02% | 604 |
|
|
2018
Q1 | – | Sell |
-568
| Closed | -$84K | – | 684 |
|
|
2017
Q4 | $84K | Hold |
568
| – | – | 0.01% | 637 |
|
|
2017
Q3 | $80K | Buy |
+568
| New | +$80K | 0.01% | 610 |
|
|
2015
Q3 | – | Sell |
-668
| Closed | -$81K | – | 491 |
|
|
2015
Q2 | $81K | Buy |
+668
| New | +$81K | 0.02% | 470 |
|