Mosaic Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.21M | Sell |
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2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $341K | Hold |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $323K | Sell |
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|
2019
Q1 | $330K | Buy |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $314K | Sell |
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|
2018
Q2 | $420K | Buy |
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|
2018
Q1 | $289K | Buy |
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|
2017
Q4 | $15K | Buy |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $14K | Buy |
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|
2017
Q1 | $14K | Sell |
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|
2016
Q4 | $134K | Buy |
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|
2016
Q3 | $127K | Buy |
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|
2016
Q2 | $55K | Buy |
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|
2016
Q1 | $51K | Buy |
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|
2015
Q4 | $50K | Buy |
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