Sheets Smith 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 | $344K | Hold |
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|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $71.3K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $635K | Sell |
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|
2014
Q2 | $763K | Sell |
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|
2014
Q1 | $1.35M | Sell |
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|
2013
Q4 | $1.33M | Sell |
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|
2013
Q3 | $1.3M | Hold |
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|
2013
Q2 | $1.19M | Buy |
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