Matrix Asset 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 | $292K | Hold |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $218K | Buy |
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