Mountain Capital Investment 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 | $33.6M | Sell |
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|
2025
Q1 | $36.3M | Buy |
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|
2024
Q4 | $38.2M | Buy |
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|
2024
Q3 | $24.6M | Sell |
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|
2024
Q2 | $22.9M | Buy |
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|
2024
Q1 | $20.1M | Buy |
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|
2023
Q4 | $17M | Buy |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $62K | Hold |
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|
2017
Q2 | $60K | Buy |
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