Linscomb 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 | $686K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $706K | Buy |
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|
2024
Q3 | $696K | Buy |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $588K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $608K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $319K | Buy |
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