Meritage Portfolio Management’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
$887K Buy
2025
Q1
$796K Buy
2024
Q4
$859K Sell
2024
Q3
$864K Buy
2024
Q2
$752K Buy
2024
Q1
$773K Sell
2023
Q4
$857K Buy
2020
Q1
Sell
2019
Q4
$272K Sell
2019
Q3
$253K Buy
2019
Q2
$257K Buy