Sax 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
Q3 | $3.26M | Sell |
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|
2025
Q2 | $3.78M | Sell |
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|
2025
Q1 | $4.14M | Buy |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $623K | Buy |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $494K | Buy |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $437K | Hold |
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|
2022
Q2 | $450K | Hold |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $654K | Hold |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $659K | Buy |
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|
2020
Q4 | $585K | Buy |
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