True Wealth Design’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 | $49.6K | Sell |
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|
2025
Q2 | $92.9K | Hold |
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|
2025
Q1 | $86.9K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $856K | Hold |
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|
2024
Q1 | $897K | Sell |
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|
2023
Q4 | $851K | Sell |
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|
2023
Q3 | $760K | Buy |
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|
2023
Q2 | $795K | Hold |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $803K | Buy |
|