Trinity Financial 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
2025
Q3
$1.34M Sell
2025
Q2
$1.37M Sell
2025
Q1
$1.4M Sell
2024
Q4
$1.6M Sell
2024
Q3
$1.75M Sell
2024
Q2
$2.46M Sell
2024
Q1
$2.83M Buy
2023
Q4
$2.59M Sell
2023
Q3
$2.42M Sell
2023
Q2
$2.59M Sell
2023
Q1
$2.47M Sell
2022
Q4
$2.49M Sell
2022
Q3
$2.49M Sell
2022
Q2
$2.63M Sell
2022
Q1
$3.96M Sell
2021
Q4
$6.39M Sell
2021
Q3
$45.8M Sell
2021
Q2
$47.4M Buy
2021
Q1
$37.8M Buy
2020
Q4
$5.52M Buy