Summit Trail Advisors’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 | $25.2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $210K | Buy |
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