Schrum Private Wealth Management’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 | $1.41M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $764K | Sell |
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|
2024
Q1 | $805K | Buy |
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|
2023
Q4 | $674K | Buy |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $476K | Buy |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | $597K | Buy |
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