Plante Moran Financial 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 | $1.11M | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $683K | Sell |
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|
2024
Q4 | $740K | Buy |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $74.5K | Sell |
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|
2023
Q3 | $143K | Buy |
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|
2023
Q2 | $126K | Buy |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $182K | Buy |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $75K | Buy |
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|
2021
Q4 | $56K | Sell |
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|
2021
Q3 | $141K | Sell |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $115K | Buy |
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|
2020
Q4 | $88K | Buy |
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|
2020
Q3 | $69K | Buy |
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|
2020
Q2 | $65K | Buy |
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|
2020
Q1 | $35K | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $213K | Buy |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $14K | Sell |
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|
2017
Q2 | $15K | Buy |
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|
2017
Q1 | $13K | Sell |
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|
2016
Q4 | $121K | Buy |
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|
2016
Q3 | $115K | Sell |
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|
2016
Q2 | $126K | Buy |
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|
2016
Q1 | $121K | Buy |
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|
2015
Q4 | $120K | Buy |
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|
2015
Q3 | $117K | Sell |
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|
2015
Q2 | $159K | Hold |
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|
2015
Q1 | $160K | Hold |
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|
2014
Q4 | $152K | Buy |
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|
2014
Q3 | $144K | Hold |
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|
2014
Q2 | $152K | Hold |
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|
2014
Q1 | $147K | Buy |
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|
2013
Q4 | $108K | Buy |
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|
2013
Q3 | $100K | Hold |
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|
2013
Q2 | $92K | Buy |
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