Topel & Distasi 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 | $2.53M | Sell |
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|
2025
Q1 | $4.07M | Sell |
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|
2024
Q4 | $4.48M | Sell |
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|
2024
Q3 | $4.42M | Sell |
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|
2024
Q2 | $4.19M | Sell |
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|
2024
Q1 | $4.4M | Buy |
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|
2023
Q4 | $4.09M | Sell |
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|
2023
Q3 | $3.68M | Sell |
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|
2023
Q2 | $3.91M | Buy |
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|
2023
Q1 | $3.71M | Sell |
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|
2022
Q4 | $3.65M | Buy |
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|
2022
Q3 | $3.8M | Buy |
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|
2022
Q2 | $3.28M | Buy |
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|
2022
Q1 | $3.69M | Buy |
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|
2021
Q4 | $3.88M | Buy |
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