Roberts 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
Q2 | $11.5M | Buy |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $13.1M | Buy |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $28.4M | Buy |
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|
2023
Q3 | $7.98M | Buy |
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|
2023
Q2 | $8.21M | Sell |
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|
2023
Q1 | $7.72M | Buy |
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|
2022
Q4 | $7.46M | Sell |
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|
2022
Q3 | $8.09M | Buy |
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|
2022
Q2 | $7.91M | Buy |
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|
2022
Q1 | $9.19M | Buy |
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|
2021
Q4 | $9.37M | Buy |
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|
2021
Q3 | $8.56M | Buy |
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