TrueWealth 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 | $366K | Sell |
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|
2025
Q2 | $348K | Sell |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $457K | Sell |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $460K | Sell |
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|
2023
Q1 | $509K | Sell |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $2.56M | Hold |
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|
2021
Q4 | $2.56M | Buy |
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|
2021
Q3 | $2.36M | Buy |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $897K | Buy |
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