Physician 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 | $530K | Sell |
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|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $519K | Buy |
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|
2024
Q3 | $364K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
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