Summit Financial’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 | $20.2M | Buy |
|
|||||
|
2025
Q1 | $17M | Buy |
|
|||||
|
2024
Q4 | $16.9M | Buy |
|
|||||
|
2024
Q3 | $16.3M | Buy |
|
|||||
|
2024
Q2 | $12.5M | Buy |
|
|||||
|
2024
Q1 | $12.1M | Buy |
|
|||||
|
2023
Q4 | $11M | Buy |
|
|||||
|
2023
Q3 | $9.49M | Buy |
|
|||||
|
2023
Q2 | $6.91M | Sell |
|
|||||
|
2023
Q1 | $6.64M | Sell |
|
|||||
|
2022
Q4 | $6.55M | Buy |
|
|||||
|
2022
Q3 | $5.96M | Buy |
|
|||||
|
2022
Q2 | $5.29M | Buy |
|
|||||
|
2022
Q1 | $6.13M | Buy |
|
|||||
|
2021
Q4 | $5.77M | Buy |
|
|||||
|
2021
Q3 | $3.87M | Buy |
|
|||||
|
2021
Q2 | $2.44M | Buy |
|
|||||
|
2021
Q1 | $1.1M | Buy |
|
|||||
|
2020
Q4 | $619K | Buy |
|
|||||
|
2020
Q3 | $254K | Buy |
|
|||||
|
2020
Q2 | $229K | Buy |
|