LWS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.04M | Buy |
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|
2023
Q3 | $3.56M | Buy |
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|
2023
Q2 | $3.72M | Buy |
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|
2023
Q1 | $3.38M | Buy |
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|
2022
Q4 | $3.16M | Sell |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $2.97M | Sell |
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|
2022
Q1 | $3.75M | Buy |
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|
2021
Q4 | $3.89M | Buy |
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|
2021
Q3 | $3.62M | Buy |
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|
2021
Q2 | $3.64M | Buy |
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|
2021
Q1 | $3.19M | Buy |
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|
2020
Q4 | $2.9M | Sell |
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|
2020
Q3 | $2.31M | Buy |
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|
2020
Q2 | $2.19M | Buy |
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|
2020
Q1 | $1.45M | Buy |
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|
2019
Q4 | $240K | Buy |
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