Summit 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
Q3 | $3.49M | Sell |
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|
2025
Q2 | $3.51M | Sell |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $4.1M | Sell |
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|
2024
Q3 | $4.27M | Buy |
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|
2024
Q2 | $3.89M | Sell |
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|
2024
Q1 | $4.51M | Sell |
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|
2023
Q4 | $4.31M | Sell |
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|
2023
Q3 | $3.86M | Buy |
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|
2023
Q2 | $3.92M | Sell |
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|
2023
Q1 | $3.78M | Sell |
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|
2022
Q4 | $3.71M | Buy |
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|
2022
Q3 | $3.09M | Sell |
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|
2022
Q2 | $3.47M | Sell |
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|
2022
Q1 | $4.68M | Buy |
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|
2021
Q4 | $4.88M | Buy |
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|
2021
Q3 | $4.6M | Buy |
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|
2021
Q2 | $4.59M | Buy |
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|
2021
Q1 | $4.24M | Sell |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $2.39M | Buy |
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|
2020
Q2 | $535K | Hold |
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|
2020
Q1 | $424K | Buy |
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