Level Financial Advisors’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 | $1.85M | Buy |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $649K | Buy |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $161K | Buy |
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|
2023
Q3 | $138K | Buy |
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $137K | Sell |
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|
2022
Q4 | $141K | Buy |
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|
2022
Q3 | $100K | Sell |
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|
2022
Q2 | $117K | Sell |
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|
2022
Q1 | $146K | Buy |
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|
2021
Q4 | $94K | Buy |
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