Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $2.23M | Hold |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $2.19M | Hold |
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|
2021
Q1 | $2.12M | Sell |
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|
2020
Q4 | $1.97M | Buy |
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|
2020
Q3 | $1.48M | Buy |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1M | Buy |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $980K | Sell |
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|
2018
Q3 | $1.26M | Buy |
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|
2018
Q2 | $1.18M | Sell |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.21M | Sell |
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|
2017
Q3 | $1.19M | Buy |
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|
2017
Q2 | $1.13M | Buy |
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|
2017
Q1 | $893K | Buy |
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|
2016
Q4 | $782K | Buy |
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|
2016
Q3 | $700K | Sell |
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|
2016
Q2 | $782K | Buy |
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|
2016
Q1 | $147K | Hold |
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|
2015
Q4 | $145K | Hold |
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|
2015
Q3 | $142K | Hold |
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|
2015
Q2 | $160K | Hold |
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|
2015
Q1 | $161K | Buy |
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