PBMares 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $518K | Buy |
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