Selective 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
Q3
$263K Buy
2025
Q2
$249K Sell
2025
Q1
$241K Sell
2024
Q4
$305K Sell
2024
Q3
$353K Sell
2024
Q2
$413K Sell
2024
Q1
$431K Sell
2023
Q4
$428K Sell
2023
Q3
$447K Sell
2023
Q2
$534K Buy
2022
Q4
$498K Sell
2022
Q3
$453K Sell
2022
Q2
$508K Buy
2022
Q1
$67K Buy
2021
Q1
Sell
2020
Q4
$58K Hold
2020
Q3
$46K Hold
2020
Q2
$44K Buy