Vantage Financial Partners (Wisconsin)’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 | $870K | Sell |
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|
2025
Q2 | $854K | Sell |
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|
2025
Q1 | $821K | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $467K | Buy |
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|
2021
Q4 | $496K | Buy |
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