Strategic Wealth 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
Q2
$121K Buy
2022
Q2
Sell
2022
Q1
$740K Sell
2021
Q4
$796K Sell
2021
Q3
$796K Buy
2021
Q2
$729K Buy
2020
Q2
Sell
2020
Q1
$408K Hold
2019
Q4
$408K Buy
2019
Q3
$367 Sell
2019
Q2
$480K Sell
2019
Q1
$548K Sell
2018
Q4
$544K Sell
2018
Q3
$623K Sell
2018
Q2
$677K Sell
2018
Q1
$1.16M Sell
2017
Q4
$1.39M Buy