MYCIO Wealth Partners’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 | $3.35M | Buy |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $3.33M | Buy |
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|
2024
Q3 | $3.27M | Buy |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $3.36M | Buy |
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|
2023
Q3 | $2.97M | Buy |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $738K | Buy |
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|
2021
Q4 | $73K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $73K | Hold |
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|
2021
Q1 | $69K | Hold |
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|
2020
Q4 | $63K | Hold |
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|
2020
Q3 | $50K | Hold |
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|
2020
Q2 | $47K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.97M | Sell |
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|
2019
Q3 | $8.52M | Buy |
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|
2019
Q2 | $8.53M | Buy |
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|
2019
Q1 | $8.2M | Buy |
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|
2018
Q4 | $7.08M | Buy |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.1M | Sell |
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|
2017
Q4 | $1.14M | Buy |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.17M | Buy |
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|
2016
Q4 | $943K | Buy |
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|
2016
Q3 | $654K | Buy |
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|
2016
Q2 | $576K | Buy |
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|
2016
Q1 | $396K | Buy |
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|
2015
Q4 | $6K | Sell |
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|
2015
Q3 | $10K | Buy |
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