Optimum 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
Q3 | $857K | Sell |
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|
2025
Q2 | $813K | Hold |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $929K | Buy |
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|
2024
Q3 | $822K | Hold |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $870K | Buy |
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|
2023
Q4 | $693K | Sell |
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|
2023
Q3 | $626K | Hold |
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|
2023
Q2 | $658K | Hold |
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|
2023
Q1 | $627K | Hold |
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|
2022
Q4 | $608K | Buy |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $578K | Hold |
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|
2022
Q1 | $697K | Hold |
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|
2021
Q4 | $742K | Sell |
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|
2021
Q3 | $719K | Buy |
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|
2021
Q2 | $715K | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $923K | Sell |
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|
2020
Q2 | $983K | Buy |
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|
2020
Q1 | $751K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $893K | Buy |
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|
2019
Q2 | $902K | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $774K | Sell |
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|
2018
Q3 | $994K | Sell |
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|
2018
Q2 | $963K | Buy |
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|
2018
Q1 | $620K | Buy |
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|
2017
Q4 | $546K | Buy |
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|
2017
Q3 | $439K | Buy |
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|
2017
Q2 | $299K | Hold |
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|
2017
Q1 | $294K | Buy |
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|
2016
Q4 | $284K | Buy |
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|
2016
Q3 | $242K | Buy |
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|
2016
Q2 | $200K | Sell |
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|
2016
Q1 | $221K | Hold |
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|
2015
Q4 | $219K | Buy |
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|
2015
Q1 | $147K | Hold |
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|
2014
Q4 | $140K | Buy |
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|
2014
Q3 | $129K | Buy |
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|
2014
Q2 | $47K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3K | Buy |
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