SFG 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 | $2.12M | Hold |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $950K | Sell |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $894K | Buy |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $523K | Buy |
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|
2023
Q1 | $466K | Hold |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $498K | Sell |
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|
2022
Q1 | $644K | Buy |
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|
2021
Q4 | $683K | Buy |
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