Sugarloaf Wealth Management’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
Q4 | $531K | Hold |
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|
2024
Q3 | $524K | Buy |
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $74.8K | Buy |
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|
2023
Q2 | $78.4K | Buy |
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|
2023
Q1 | $74.5K | Sell |
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|
2022
Q4 | $114K | Buy |
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|
2022
Q3 | $106K | Buy |
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|
2022
Q2 | $109K | Buy |
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|
2022
Q1 | $131K | Hold |
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|
2021
Q4 | $139K | Sell |
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|
2021
Q3 | $155K | Buy |
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|
2021
Q2 | $159K | Sell |
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|
2021
Q1 | $141 | Buy |
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|
2020
Q4 | $128K | Buy |
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|
2020
Q3 | $101K | Buy |
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|
2020
Q2 | $95K | Buy |
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|
2020
Q1 | $75K | Buy |
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|
2019
Q4 | $107K | Buy |
|