R.W. Roge & Company’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
Q1 | – | Sell |
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|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $368K | Sell |
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|
2020
Q4 | $401K | Sell |
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|
2020
Q3 | $355K | Sell |
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|
2020
Q2 | $349K | Sell |
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|
2020
Q1 | $491K | Sell |
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|
2019
Q4 | $856K | Buy |
|