Southland Equity Partners’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 | $872K | Sell |
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|
2025
Q2 | $862K | Buy |
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|
2025
Q1 | $799K | Sell |
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|
2024
Q4 | $876K | Buy |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $770K | Buy |
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|
2024
Q1 | $803K | Buy |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $680K | Sell |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $675K | Sell |
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|
2022
Q3 | $658K | Sell |
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|
2022
Q2 | $705K | Buy |
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|
2022
Q1 | $839K | Sell |
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|
2021
Q4 | $905K | Sell |
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|
2021
Q3 | $893K | Buy |
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|
2021
Q2 | $909K | Buy |
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|
2021
Q1 | $818K | Buy |
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|
2020
Q4 | $736K | Buy |
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