Northwest Wealth Management’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 | $590K | Hold |
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|
2025
Q2 | $550K | Buy |
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|
2025
Q1 | $509K | Buy |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $605K | Sell |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $585K | Sell |
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|
2022
Q3 | $555K | Sell |
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|
2022
Q2 | $581K | Sell |
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|
2022
Q1 | $746K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $886K | Sell |
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|
2019
Q3 | $897K | Hold |
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|
2019
Q2 | $913K | Hold |
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|
2019
Q1 | $890K | Sell |
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|
2018
Q4 | $871K | Buy |
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|
2018
Q3 | $287K | Sell |
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|
2018
Q2 | $294K | Buy |
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|
2018
Q1 | $173K | Buy |
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