Penobscot 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
Q2 | $551K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $565K | Buy |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $522K | Sell |
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|
2024
Q1 | $568K | Sell |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $506K | Sell |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $509K | Sell |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $555K | Buy |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $483K | Buy |
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|
2021
Q3 | $466K | Sell |
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|
2021
Q2 | $520K | Buy |
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