Milestone Investment 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
Q2 | $536K | Hold |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $329K | Buy |
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