Lodestone Wealth Management’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 | $494K | Buy |
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|
2025
Q2 | $460K | Hold |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $329K | Buy |
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