Outlook Wealth 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 | $662K | Buy |
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|
2025
Q2 | $605K | Hold |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $1.62M | Hold |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $558K | Sell |
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|
2023
Q2 | $590K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $825K | Buy |
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|
2020
Q3 | $502K | Sell |
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|
2020
Q2 | $480K | Sell |
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|
2020
Q1 | $455K | Buy |
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|
2019
Q4 | $646K | Sell |
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|
2019
Q3 | $639K | Sell |
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|
2019
Q2 | $654K | Buy |
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|
2019
Q1 | $558K | Buy |
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