Retirement Income Solutions’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 | $224K | Buy |
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2025
Q2 | $203K | Sell |
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2025
Q1 | $213K | Hold |
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2024
Q4 | $231K | Hold |
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2024
Q3 | $228K | Hold |
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2024
Q2 | $210K | Hold |
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2024
Q1 | $220K | Hold |
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2023
Q4 | $205K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $211K | Sell |
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2021
Q3 | $217K | Hold |
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2021
Q2 | $223K | Hold |
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2021
Q1 | $212K | Buy |
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