Tolleson 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
Q2 | $419K | Hold |
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|
2025
Q1 | $391K | Hold |
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|
2024
Q4 | $423K | Hold |
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|
2024
Q3 | $419K | Hold |
|
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|
2024
Q2 | $385K | Hold |
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $333K | Hold |
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|
2023
Q2 | $350K | Hold |
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $398K | Hold |
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|
2021
Q3 | $385K | Hold |
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|
2021
Q2 | $397K | Hold |
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|
2021
Q1 | $377K | Hold |
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|
2020
Q4 | $343K | Hold |
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|
2020
Q3 | $271K | Hold |
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|
2020
Q2 | $257K | Hold |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $271K | Buy |
|