Melone Private 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 | $498K | Buy |
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|
2025
Q2 | $464K | Hold |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $468K | Buy |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $590K | Sell |
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|
2022
Q2 | $595K | Hold |
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|
2022
Q1 | $659K | Sell |
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|
2021
Q4 | $765K | Buy |
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