Strategic Financial Services’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 | $523K | Hold |
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|
2025
Q1 | $489K | Hold |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $751K | Sell |
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|
2023
Q4 | $736K | Hold |
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|
2023
Q3 | $653K | Hold |
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|
2023
Q2 | $698K | Sell |
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|
2023
Q1 | $664K | Hold |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $594K | Buy |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $489K | Sell |
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|
2021
Q4 | $523K | Buy |
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|
2021
Q3 | $503K | Hold |
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|
2021
Q2 | $519K | Hold |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $354K | Hold |
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|
2020
Q2 | $335K | Hold |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $642K | Buy |
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|
2019
Q3 | $545K | Buy |
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|
2019
Q2 | $516K | Hold |
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|
2019
Q1 | $503K | Buy |
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|
2018
Q4 | $376K | Buy |
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|
2018
Q3 | $457K | Hold |
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|
2018
Q2 | $438K | Hold |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q4 | $388K | Hold |
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|
2017
Q3 | $371K | Buy |
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|
2017
Q2 | $312K | Sell |
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|
2017
Q1 | $308K | Buy |
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|
2016
Q4 | $297K | Hold |
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|
2016
Q3 | $281K | Hold |
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|
2016
Q2 | $280K | Hold |
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|
2016
Q1 | $257K | Buy |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $240K | Buy |
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|
2015
Q2 | $243K | Hold |
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|
2015
Q1 | $245K | Hold |
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|
2014
Q4 | $234K | Buy |
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