V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.19M | Sell |
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|
2022
Q1 | $2.9M | Sell |
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|
2021
Q4 | $3.89M | Buy |
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|
2021
Q3 | $3.74M | Buy |
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|
2021
Q2 | $3.6M | Buy |
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|
2021
Q1 | $2.87M | Buy |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $780K | Sell |
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|
2020
Q2 | $967K | Buy |
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|
2020
Q1 | $452K | Sell |
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|
2019
Q4 | $787K | Hold |
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|
2019
Q3 | $787K | Buy |
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|
2019
Q2 | $798K | Buy |
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|
2019
Q1 | $705K | Buy |
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|
2018
Q4 | $205K | Sell |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $228K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $236K | Sell |
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|
2017
Q3 | $225K | Buy |
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|
2017
Q2 | $214K | Sell |
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|
2017
Q1 | $273K | Sell |
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|
2016
Q4 | $938K | Buy |
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|
2016
Q3 | $885K | Sell |
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|
2016
Q2 | $1.32M | Buy |
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