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