Moser Wealth Advisors’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 | $612K | Sell |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $620K | Hold |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $598K | Hold |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $461K | Buy |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | $497K | Hold |
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $428K | Sell |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $362K | Hold |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $478K | Buy |
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