MorganRosel 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 | $1.22M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $882K | Buy |
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|
2024
Q3 | $811K | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $817K | Buy |
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|
2023
Q3 | $602K | Buy |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $618K | Buy |
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|
2022
Q4 | $374K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $319K | Buy |
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