Marshall Financial Group (Pennsylvania)’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 | $19.2M | Sell |
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|
2025
Q1 | $18.1M | Sell |
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|
2024
Q4 | $19.8M | Sell |
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|
2024
Q3 | $19.8M | Buy |
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|
2024
Q2 | $18M | Buy |
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|
2024
Q1 | $18.7M | Buy |
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|
2023
Q4 | $17.4M | Buy |
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|
2023
Q3 | $14.9M | Buy |
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|
2023
Q2 | $15.5M | Buy |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $13.7M | Buy |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $13.2M | Sell |
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|
2021
Q4 | $14M | Buy |
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|
2021
Q3 | $13.4M | Sell |
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|
2021
Q2 | $14M | Sell |
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|
2021
Q1 | $13.7M | Sell |
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|
2020
Q4 | $12.6M | Buy |
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|
2020
Q3 | $9.33M | Buy |
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|
2020
Q2 | $8.58M | Buy |
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|
2020
Q1 | $5.02M | Buy |
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|
2019
Q4 | $1.86M | Buy |
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|
2019
Q3 | $926K | Buy |
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|
2019
Q2 | $589K | Buy |
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|
2019
Q1 | $494K | Sell |
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|
2018
Q4 | $469K | Buy |
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