Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $937K | Buy |
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|
2022
Q3 | $926K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $771K | Buy |
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|
2020
Q3 | $605K | Sell |
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|
2020
Q2 | $632K | Buy |
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|
2020
Q1 | $391K | Buy |
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|
2019
Q4 | $558K | Buy |
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