Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.93M | Buy |
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|
2023
Q4 | $3.9M | Sell |
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|
2023
Q3 | $3.54M | Buy |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.68M | Buy |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $989K | Buy |
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|
2022
Q2 | $604K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $982K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $926K | Buy |
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|
2020
Q4 | $461K | Buy |
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