Safeguard Financial’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 | $664K | Sell |
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|
2024
Q4 | $843K | Sell |
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2024
Q3 | $838K | Buy |
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|
2024
Q2 | $767K | Buy |
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|
2024
Q1 | $802K | Sell |
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|
2023
Q4 | $830K | Sell |
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|
2023
Q3 | $815K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $753K | Sell |
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|
2022
Q2 | $865K | Buy |
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|
2022
Q1 | $916K | Buy |
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