Orgel 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 | $9.34M | Sell |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.5M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $11.4M | Sell |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $8.42M | Buy |
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|
2023
Q2 | $7.53M | Sell |
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|
2023
Q1 | $9.06M | Sell |
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|
2022
Q4 | $9.15M | Buy |
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|
2022
Q3 | $8.5M | Sell |
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|
2022
Q2 | $203M | Buy |
|