Naples Global 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
Q3 | $1.02M | Buy |
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|
2025
Q2 | $948K | Sell |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $940K | Buy |
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|
2024
Q1 | $973K | Hold |
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|
2023
Q4 | $908K | Sell |
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|
2023
Q3 | $833K | Sell |
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|
2023
Q2 | $881K | Buy |
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|
2023
Q1 | $828K | Buy |
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|
2022
Q4 | $773K | Buy |
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|
2022
Q3 | $691K | Hold |
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|
2022
Q2 | $712K | Hold |
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|
2022
Q1 | $859K | Hold |
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|
2021
Q4 | $914K | Sell |
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|
2021
Q3 | $890K | Sell |
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|
2021
Q2 | $962K | Sell |
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|
2021
Q1 | $925K | Sell |
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|
2020
Q4 | $847K | Buy |
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|
2020
Q3 | $662K | Buy |
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|
2020
Q2 | $622K | Sell |
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|
2020
Q1 | $504K | Sell |
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|
2019
Q4 | $727K | Sell |
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|
2019
Q3 | $876K | Buy |
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|
2019
Q2 | $688K | Hold |
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|
2019
Q1 | $671K | Sell |
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|
2018
Q4 | $619K | Sell |
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|
2018
Q3 | $723K | Hold |
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|
2018
Q2 | $693K | Hold |
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|
2018
Q1 | $654K | Hold |
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|
2017
Q4 | $658K | Buy |
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|
2017
Q3 | $600K | Hold |
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|
2017
Q2 | $576K | Hold |
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|
2017
Q1 | $566K | Hold |
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|
2016
Q4 | $548K | Buy |
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|
2016
Q3 | $493K | Hold |
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|
2016
Q2 | $467K | Hold |
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|
2016
Q1 | $450K | Buy |
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|
2015
Q4 | $332K | Sell |
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|
2015
Q3 | $335K | Sell |
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|
2015
Q2 | $380K | Hold |
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|
2015
Q1 | $384K | Buy |
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|
2014
Q4 | $329K | Buy |
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|
2014
Q3 | $293K | Hold |
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|
2014
Q2 | $310K | Hold |
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|
2014
Q1 | $299K | Hold |
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|
2013
Q4 | $291K | Buy |
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