Lee, Danner & Bass’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 | $1.01M | Sell |
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|
2025
Q2 | $949K | Sell |
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|
2025
Q1 | $894K | Hold |
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|
2024
Q4 | $968K | Buy |
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|
2024
Q3 | $956K | Sell |
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|
2024
Q2 | $881K | Buy |
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|
2023
Q4 | $853K | Hold |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $723K | Hold |
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|
2022
Q4 | $700K | Sell |
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|
2022
Q3 | $661K | Sell |
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|
2022
Q2 | $717K | Sell |
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|
2022
Q1 | $867K | Sell |
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|
2021
Q4 | $932K | Hold |
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|
2021
Q3 | $901K | Buy |
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|
2021
Q2 | $923K | Buy |
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|
2021
Q1 | $868K | Hold |
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|
2020
Q4 | $789K | Sell |
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|
2020
Q3 | $664K | Hold |
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|
2020
Q2 | $629K | Sell |
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|
2020
Q1 | $510K | Hold |
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|
2019
Q4 | $732K | Sell |
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|
2019
Q3 | $689K | Hold |
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|
2019
Q2 | $701K | Hold |
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|
2019
Q1 | $684K | Hold |
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|
2018
Q4 | $591K | Sell |
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|
2018
Q3 | $763K | Hold |
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|
2018
Q2 | $731K | Sell |
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|
2018
Q1 | $799K | Hold |
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|
2017
Q4 | $804K | Sell |
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|
2017
Q3 | $769K | Hold |
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|
2017
Q2 | $738K | Sell |
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|
2017
Q1 | $734K | Buy |
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|
2016
Q4 | $478K | Sell |
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|
2016
Q3 | $459K | Sell |
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|
2016
Q2 | $438K | Buy |
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|
2016
Q1 | $434K | Sell |
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|
2015
Q4 | $427K | Hold |
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|
2015
Q3 | $417K | Sell |
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|
2015
Q2 | $493K | Buy |
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|
2015
Q1 | $469K | Buy |
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|
2014
Q4 | $446K | Buy |
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|
2014
Q3 | $412K | Hold |
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|
2014
Q2 | $436K | Hold |
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|
2014
Q1 | $421K | Hold |
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|
2013
Q4 | $410K | Sell |
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|
2013
Q3 | $407K | Hold |
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|
2013
Q2 | $372K | Buy |
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