Stokes Family Office’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 | $250K | Buy |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $400K | Buy |
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|
2020
Q4 | $358K | Buy |
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|
2020
Q3 | $270K | Buy |
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