Lyell 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
Q2 | $571K | Sell |
|
|||||
|
2025
Q1 | $605K | Sell |
|
|||||
|
2024
Q4 | $797K | Sell |
|
|||||
|
2024
Q3 | $864K | Buy |
|
|||||
|
2024
Q2 | $629K | Hold |
|
|||||
|
2024
Q1 | $660K | Sell |
|
|||||
|
2023
Q4 | $633K | Sell |
|
|||||
|
2023
Q3 | $616K | Sell |
|
|||||
|
2023
Q2 | $677K | Sell |
|
|||||
|
2023
Q1 | $700K | Sell |
|
|||||
|
2022
Q4 | $704K | Sell |
|
|||||
|
2022
Q3 | $767K | Hold |
|
|||||
|
2022
Q2 | $790K | Buy |
|
|||||
|
2022
Q1 | $810K | Sell |
|
|||||
|
2021
Q4 | $1.16M | Buy |
|
|||||
|
2021
Q3 | $1.07M | Hold |
|
|||||
|
2021
Q2 | $1.11M | Buy |
|
|||||
|
2021
Q1 | $982K | Buy |
|
|||||
|
2020
Q4 | $426K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $235K | Buy |
|
|||||
|
2019
Q3 | $217K | Hold |
|
|||||
|
2019
Q2 | $222K | Hold |
|
|||||
|
2019
Q1 | $216K | Buy |
|