Roosevelt Investment Group’s Vanguard Small-Cap ETF VB Stock Holding History

Roosevelt Investment Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.61M	Buy
2022 Q2	$1.62M	Sell
2022 Q1	$1.96M	Sell
2021 Q4	$3.85M	Buy
2019 Q1	–	Sell
2018 Q4	$366K	Hold
2018 Q3	$450K	Buy