Secure Asset 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
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $839K | Buy |
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|
2024
Q3 | $820K | Buy |
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|
2024
Q2 | $746K | Sell |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.43M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $793K | Buy |
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|
2021
Q1 | $698K | Sell |
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|
2020
Q4 | $764K | Buy |
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|
2020
Q3 | $592K | Buy |
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|
2020
Q2 | $516K | Buy |
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