Monterey Private Wealth’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 | $15.4M | Buy |
|
|||||
|
2024
Q4 | $16M | Buy |
|
|||||
|
2024
Q3 | $14.9M | Buy |
|
|||||
|
2024
Q2 | $9.99M | Buy |
|
|||||
|
2024
Q1 | $10.1M | Buy |
|
|||||
|
2023
Q4 | $8.7M | Sell |
|
|||||
|
2023
Q3 | $8M | Buy |
|
|||||
|
2023
Q2 | $8.13M | Buy |
|
|||||
|
2023
Q1 | $7.64M | Buy |
|
|||||
|
2022
Q4 | $7.23M | Sell |
|
|||||
|
2022
Q3 | $6.82M | Sell |
|
|||||
|
2022
Q2 | $7.4M | Sell |
|
|||||
|
2022
Q1 | $10M | Sell |
|
|||||
|
2021
Q4 | $10.5M | Buy |
|
|||||
|
2021
Q3 | $10.1M | Sell |
|
|||||
|
2021
Q2 | $11.7M | Buy |
|
|||||
|
2021
Q1 | $11.4M | Buy |
|
|||||
|
2020
Q4 | $8.72M | Buy |
|
|||||
|
2020
Q3 | $6.75M | Sell |
|
|||||
|
2020
Q2 | $6.92M | Buy |
|
|||||
|
2020
Q1 | $3.23M | Buy |
|
|||||
|
2019
Q4 | $831K | Buy |
|