Taylor & Morgan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.42M | Sell |
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|
2025
Q2 | $3.26M | Sell |
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|
2025
Q1 | $3.1M | Sell |
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|
2024
Q4 | $3.46M | Sell |
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|
2024
Q3 | $3.43M | Sell |
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|
2024
Q2 | $3.18M | Sell |
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|
2024
Q1 | $3.35M | Hold |
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|
2023
Q4 | $3.12M | Buy |
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|
2023
Q3 | $2.55M | Sell |
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|
2023
Q2 | $2.97M | Buy |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.29M | Buy |
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