Perigon 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 | $11.1M | Sell |
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|
2025
Q2 | $10.5M | Buy |
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|
2025
Q1 | $9.66M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $9.37M | Sell |
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|
2024
Q2 | $13.5M | Buy |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $12.7M | Sell |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $4.87M | Sell |
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|
2022
Q4 | $5M | Buy |
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|
2022
Q3 | $2.54M | Buy |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $793K | Sell |
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|
2021
Q1 | $754K | Buy |
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|
2020
Q4 | $657K | Buy |
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|
2020
Q3 | $511K | Buy |
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|
2020
Q2 | $481K | Sell |
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|
2020
Q1 | $456K | Buy |
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|
2019
Q4 | $499K | Buy |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $334K | Buy |
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|
2019
Q1 | $329K | Hold |
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|
2018
Q4 | $304K | Sell |
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|
2018
Q3 | $389K | Buy |
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|
2018
Q2 | $324K | Hold |
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|
2018
Q1 | $305K | Sell |
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|
2017
Q4 | $376K | Buy |
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|
2017
Q3 | $149K | Sell |
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|
2017
Q2 | $145K | Sell |
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|
2017
Q1 | $234K | Sell |
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|
2016
Q4 | $253K | Buy |
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|
2016
Q3 | $228K | Hold |
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|
2016
Q2 | $216K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $206K | Hold |
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|
2015
Q3 | $203K | Sell |
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|
2015
Q2 | $232K | Sell |
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|
2015
Q1 | $301K | Hold |
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|
2014
Q4 | $286K | Sell |
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|
2014
Q3 | $281K | Buy |
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|
2014
Q2 | $295K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $272K | Buy |
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