Smith Salley 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 | – | Sell |
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|
2025
Q2 | $216K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $672K | Hold |
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|
2022
Q4 | $651K | Sell |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $625K | Sell |
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|
2022
Q1 | $924K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $2.34M | Hold |
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|
2021
Q2 | $2.41M | Buy |
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|
2021
Q1 | $2.29M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $265K | Buy |
|