Valmark Advisers’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
Q2 | $7.74M | Buy |
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|
2025
Q1 | $7.21M | Buy |
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|
2024
Q4 | $7.38M | Buy |
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|
2024
Q3 | $7.2M | Buy |
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|
2024
Q2 | $6.26M | Buy |
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|
2024
Q1 | $6.26M | Buy |
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|
2023
Q4 | $5.65M | Buy |
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|
2023
Q3 | $4.83M | Buy |
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|
2023
Q2 | $4.86M | Buy |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $3.92M | Sell |
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|
2022
Q3 | $3.75M | Buy |
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|
2022
Q2 | $3.69M | Buy |
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|
2022
Q1 | $4.02M | Buy |
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|
2021
Q4 | $3.97M | Sell |
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|
2021
Q3 | $4.14M | Buy |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $3.69M | Sell |
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|
2020
Q4 | $4.7M | Sell |
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|
2020
Q3 | $4.03M | Buy |
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|
2020
Q2 | $1.93M | Sell |
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|
2020
Q1 | $1.59M | Buy |
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|
2019
Q4 | $2.17M | Buy |
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|
2019
Q3 | $1.69M | Buy |
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | $1.48M | Buy |
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|
2018
Q4 | $953K | Buy |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $929K | Sell |
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|
2017
Q4 | $971K | Buy |
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