Mogy Joel R Investment Counsel’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 | $102K | Hold |
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|
2025
Q2 | $94.8K | Hold |
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|
2025
Q1 | $88.7K | Sell |
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|
2024
Q4 | $186K | Sell |
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|
2024
Q3 | $208K | Hold |
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|
2024
Q2 | $191K | Sell |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $187K | Hold |
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|
2023
Q3 | $165K | Hold |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $166K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $372K | Hold |
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|
2019
Q3 | $346K | Hold |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $344K | Buy |
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|
2018
Q4 | $261K | Sell |
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|
2018
Q3 | $337K | Hold |
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|
2018
Q2 | $323K | Buy |
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|
2018
Q1 | $262K | Hold |
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|
2017
Q4 | $264K | Hold |
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|
2017
Q3 | $252K | Hold |
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|
2017
Q2 | $242K | Hold |
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|
2017
Q1 | $238K | Hold |
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|
2016
Q4 | $230K | Hold |
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|
2016
Q3 | $218K | Buy |
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