Steward Partners Investment Advisory’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
Q2 | $23.6M | Buy |
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|
2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $11.5M | Buy |
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|
2023
Q4 | $7.27M | Buy |
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|
2023
Q3 | $6.02M | Buy |
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|
2023
Q2 | $6.21M | Sell |
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|
2023
Q1 | $6.65M | Buy |
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|
2022
Q4 | $6.18M | Sell |
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|
2022
Q3 | $5.86M | Buy |
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|
2022
Q2 | $5.55M | Sell |
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|
2022
Q1 | $8.04M | Sell |
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|
2021
Q4 | $18.6M | Buy |
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|
2021
Q3 | $17.8M | Buy |
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|
2021
Q2 | $16.6M | Buy |
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|
2021
Q1 | $10M | Buy |
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|
2020
Q4 | $5.31M | Sell |
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|
2020
Q3 | $4.73M | Buy |
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|
2020
Q2 | $3.8M | Buy |
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|
2020
Q1 | $2.66M | Sell |
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|
2019
Q4 | $5.11M | Buy |
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|
2019
Q3 | $4.39M | Buy |
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|
2019
Q2 | $4.23M | Buy |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1.06M | Sell |
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|
2018
Q3 | $3.46M | Buy |
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|
2018
Q2 | $2.88M | Buy |
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|
2018
Q1 | $2.06M | Sell |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $1.98M | Sell |
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|
2017
Q2 | $1.91M | Sell |
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|
2017
Q1 | $9.49M | Buy |
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