Montag & Associates’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 | $23M | Sell |
|
|||||
|
2025
Q1 | $27.9M | Sell |
|
|||||
|
2024
Q4 | $30.8M | Buy |
|
|||||
|
2024
Q3 | $23.8M | Buy |
|
|||||
|
2024
Q2 | $20.4M | Sell |
|
|||||
|
2024
Q1 | $25.3M | Buy |
|
|||||
|
2023
Q4 | $23.4M | Buy |
|
|||||
|
2023
Q3 | $11.6M | Sell |
|
|||||
|
2023
Q2 | $15.1M | Buy |
|
|||||
|
2023
Q1 | $14.4M | Buy |
|
|||||
|
2022
Q4 | $13.9M | Buy |
|
|||||
|
2022
Q3 | $12.7M | Buy |
|
|||||
|
2022
Q2 | $11.8M | Sell |
|
|||||
|
2022
Q1 | $18.6M | Sell |
|
|||||
|
2021
Q4 | $24.5M | Buy |
|
|||||
|
2021
Q3 | $17.5M | Buy |
|
|||||
|
2021
Q2 | $17.6M | Buy |
|
|||||
|
2021
Q1 | $13.9M | Sell |
|
|||||
|
2020
Q4 | $13.1M | Buy |
|
|||||
|
2020
Q3 | $3.71M | Buy |
|
|||||
|
2020
Q2 | $3.26M | Buy |
|
|||||
|
2020
Q1 | $669K | Buy |
|
|||||
|
2019
Q4 | $721K | Buy |
|
|||||
|
2019
Q3 | $593K | Buy |
|
|||||
|
2019
Q2 | $411K | Buy |
|
|||||
|
2019
Q1 | $380K | Buy |
|