MBL 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
Q3 | $680K | Hold |
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|
2025
Q2 | $634K | Hold |
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|
2025
Q1 | $593K | Hold |
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|
2024
Q4 | $643K | Hold |
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|
2024
Q3 | $635K | Hold |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $383K | Buy |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q1 | $407K | Buy |
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