Simon Quick Advisors’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 | $19.2M | Buy |
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|
2025
Q2 | $17.1M | Buy |
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|
2025
Q1 | $4.93M | Buy |
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|
2024
Q4 | $5.18M | Buy |
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|
2024
Q3 | $5.07M | Buy |
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|
2024
Q2 | $4.09M | Sell |
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|
2024
Q1 | $4.44M | Buy |
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|
2023
Q4 | $4.13M | Sell |
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|
2023
Q3 | $3.79M | Buy |
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|
2023
Q2 | $3.38M | Buy |
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|
2023
Q1 | $2.43M | Buy |
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|
2022
Q4 | $2.34M | Sell |
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|
2022
Q3 | $2.24M | Sell |
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|
2022
Q2 | $2.69M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $672K | Sell |
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|
2020
Q2 | $759K | Buy |
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|
2020
Q1 | $424K | Buy |
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|
2019
Q4 | $90K | Buy |
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|
2019
Q3 | $78K | Buy |
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|
2019
Q2 | $78.5K | Buy |
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|
2019
Q1 | $76K | Sell |
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|
2018
Q4 | $926K | Buy |
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|
2018
Q3 | $80K | Buy |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $146K | Buy |
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|
2017
Q4 | $75K | Buy |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $15K | Sell |
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|
2017
Q1 | $112K | Buy |
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|
2016
Q4 | $94K | Buy |
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