Morris Financial Concepts’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 | $15.4K | Buy |
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|
2025
Q1 | $12.2K | Hold |
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|
2024
Q4 | $13.2K | Sell |
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|
2024
Q3 | $24.4K | Buy |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $15.9K | Hold |
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|
2023
Q3 | $14.1K | Hold |
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|
2023
Q2 | $14.8K | Hold |
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|
2023
Q1 | $14.2K | Hold |
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|
2022
Q4 | $13.7K | Sell |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $19K | Buy |
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