Modera Wealth 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 | $26.4M | Buy |
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|
2025
Q1 | $23.6M | Buy |
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|
2024
Q4 | $25.2M | Buy |
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|
2024
Q3 | $18.2M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $16.4M | Buy |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $9.93M | Buy |
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|
2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $625K | Sell |
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|
2022
Q1 | $978K | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $567K | Sell |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $248K | Buy |
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