Tiedemann 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
2023
Q3
$1.33M Buy
2023
Q2
$1.01M Sell
2023
Q1
$1.12M Hold
2022
Q4
$1.08M Hold
2022
Q3
$1.01M Hold
2022
Q2
$1.04M Sell
2022
Q1
$1.41M Sell
2021
Q4
$2.95M Hold
2021
Q3
$2.86M Buy
2021
Q2
$1.69M Buy
2021
Q1
$1.25M Buy
2020
Q4
$699K Sell
2020
Q3
$691K Sell
2020
Q2
$663K Sell
2020
Q1
$829K Sell
2019
Q4
$2.66M Buy
2019
Q3
$2.14M Buy
2019
Q2
$1.4M Hold
2019
Q1
$1.37M Buy
2018
Q4
$1.11M Sell
2018
Q3
$1.43M Buy
2018
Q2
$1.28M Buy
2017
Q2
Sell
2017
Q1
$230K Buy