Lee Financial’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 | $1.6M | Buy |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.62M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.36M | Buy |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Sell |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $224K | Buy |
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|
2018
Q4 | $188K | Hold |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $222K | Hold |
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|
2018
Q1 | $210K | Buy |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $6K | Buy |
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