LVW 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 | $344K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $254K | Buy |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Sell |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $291K | Sell |
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|
2018
Q2 | $288K | Sell |
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|
2018
Q1 | $275K | Sell |
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|
2017
Q4 | $298K | Sell |
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|
2017
Q3 | $293K | Sell |
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|
2017
Q2 | $282K | Hold |
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|
2017
Q1 | $277K | Sell |
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|
2016
Q4 | $289K | Sell |
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|
2016
Q3 | $289K | Sell |
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|
2016
Q2 | $349K | Sell |
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|
2016
Q1 | $418K | Sell |
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|
2015
Q4 | $450K | Sell |
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|
2015
Q3 | $442K | Hold |
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|
2015
Q2 | $497K | Buy |
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|
2015
Q1 | $482K | Sell |
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|
2014
Q4 | $461K | Buy |
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