ProVise Management Group’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 | $320K | Sell |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $522K | Sell |
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|
2024
Q1 | $610K | Sell |
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|
2023
Q4 | $639K | Sell |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $662K | Sell |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $638K | Sell |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $880K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $3.39M | Sell |
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|
2020
Q4 | $3.23M | Sell |
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|
2020
Q3 | $2.67M | Buy |
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|
2020
Q2 | $2.05M | Hold |
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|
2020
Q1 | $1.63M | Sell |
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|
2019
Q4 | $2.61M | Buy |
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|
2019
Q3 | $2.37M | Buy |
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|
2019
Q2 | $2.06M | Buy |
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|
2019
Q1 | $2M | Buy |
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|
2018
Q4 | $1.71M | Buy |
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|
2018
Q3 | $2.01M | Buy |
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|
2018
Q2 | $1.92K | Sell |
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|
2018
Q1 | $1.82M | Sell |
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|
2017
Q4 | $1.88M | Buy |
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|
2017
Q3 | $1.77M | Buy |
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|
2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $1.62M | Sell |
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|
2016
Q4 | $1.61M | Buy |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $1.43M | Buy |
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|
2016
Q1 | $1.37M | Buy |
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|
2015
Q4 | $1.24M | Buy |
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|
2015
Q3 | $1.17M | Buy |
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|
2015
Q2 | $1.18M | Buy |
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|
2015
Q1 | $1.15M | Sell |
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|
2014
Q4 | $1.12M | Buy |
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|
2014
Q3 | $1.03M | Buy |
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|
2014
Q2 | $1.04M | Buy |
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|
2014
Q1 | $995K | Buy |
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|
2013
Q4 | $957K | Sell |
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|
2013
Q3 | $1.03M | Hold |
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|
2013
Q2 | $942K | Buy |
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