Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $838K | Sell |
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|
2023
Q4 | $793K | Buy |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $743K | Buy |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $870K | Buy |
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|
2021
Q3 | $839K | Buy |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $728K | Sell |
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|
2020
Q3 | $607K | Sell |
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|
2020
Q2 | $624K | Buy |
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|
2020
Q1 | $452K | Sell |
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|
2019
Q4 | $717K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $942K | Buy |
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|
2019
Q1 | $290K | Buy |
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|
2018
Q4 | $63K | Sell |
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|
2018
Q3 | $78.3K | Sell |
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|
2018
Q2 | $75.3K | Buy |
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|
2018
Q1 | $547 | Hold |
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|
2017
Q4 | $550K | Sell |
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|
2017
Q3 | $641K | Buy |
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|
2017
Q2 | $536K | Buy |
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|
2017
Q1 | $518K | Buy |
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|
2016
Q4 | $501K | Buy |
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|
2016
Q3 | $474K | Buy |
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|
2016
Q2 | $240K | Buy |
|