Lake Street Private 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
Q2 | $381K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $439K | Hold |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $330K | Buy |
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|
2020
Q4 | $298K | Buy |
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