Laurel Wealth Advisors (North Carolina)’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 | $135K | Buy |
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|
2025
Q1 | $29.9K | Buy |
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|
2024
Q4 | $26.4K | Hold |
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|
2024
Q3 | $26.1K | Hold |
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|
2024
Q2 | $24K | Sell |
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|
2024
Q1 | $48K | Hold |
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|
2023
Q4 | $44.8K | Hold |
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|
2023
Q3 | $39.7K | Hold |
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|
2023
Q2 | $41.8K | Hold |
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|
2023
Q1 | $39.8K | Buy |
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|
2022
Q4 | $20.2K | Hold |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $13K | Buy |
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