Montag & Caldwell’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
Q1 | – | Sell |
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|
2024
Q4 | $865K | Sell |
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|
2024
Q3 | $863K | Sell |
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|
2024
Q2 | $800K | Buy |
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|
2024
Q1 | $834K | Buy |
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|
2023
Q4 | $592K | Buy |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $721K | Sell |
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|
2022
Q2 | $892K | Buy |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $221K | Buy |
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