Marcum 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
Q1 | $40.4M | Sell |
|
|||||
|
2024
Q4 | $44.3M | Sell |
|
|||||
|
2024
Q3 | $44.6M | Sell |
|
|||||
|
2024
Q2 | $41.4M | Sell |
|
|||||
|
2024
Q1 | $49.7M | Sell |
|
|||||
|
2023
Q4 | $47.3M | Sell |
|
|||||
|
2023
Q3 | $42.3M | Sell |
|
|||||
|
2023
Q2 | $44.6M | Sell |
|
|||||
|
2023
Q1 | $42.8M | Sell |
|
|||||
|
2022
Q4 | $43.8M | Buy |
|
|||||
|
2022
Q3 | $40.3M | Buy |
|
|||||
|
2022
Q2 | $35.3M | Buy |
|
|||||
|
2022
Q1 | $42.6M | Buy |
|
|||||
|
2021
Q4 | $40M | Sell |
|
|||||
|
2021
Q3 | $38.9M | Sell |
|
|||||
|
2021
Q2 | $40.7M | Sell |
|
|||||
|
2021
Q1 | $39.5M | Sell |
|
|||||
|
2020
Q4 | $38M | Sell |
|
|||||
|
2020
Q3 | $30.2M | Sell |
|
|||||
|
2020
Q2 | $32.3M | Buy |
|
|||||
|
2020
Q1 | $16M | Buy |
|
|||||
|
2019
Q4 | $1.25M | Buy |
|