Seven Post Investment Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.5M | Hold |
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|
2023
Q4 | $2.33M | Hold |
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|
2023
Q3 | $2.06M | Hold |
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|
2023
Q2 | $2.17M | Hold |
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|
2023
Q1 | $2.07M | Hold |
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|
2022
Q4 | $2M | Hold |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.31M | Hold |
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|
2021
Q4 | $2.46M | Hold |
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|
2021
Q3 | $2.38M | Buy |
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|
2021
Q2 | $2.05M | Hold |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $356K | Buy |
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