TruWealth 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 | $381K | Sell |
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|
2025
Q2 | $405K | Sell |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $9.48M | Buy |
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|
2023
Q2 | $9.78M | Buy |
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|
2023
Q1 | $9.16M | Buy |
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|
2022
Q4 | $8.67M | Buy |
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|
2022
Q3 | $7.87M | Buy |
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|
2022
Q2 | $7.85M | Buy |
|