TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $442K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $543K | Sell |
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|
2021
Q1 | $551K | Hold |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $358K | Sell |
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|
2019
Q4 | $622K | Buy |
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|
2019
Q3 | $600K | Buy |
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|
2019
Q2 | $590K | Buy |
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|
2019
Q1 | $563K | Sell |
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|
2018
Q4 | $520K | Buy |
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