Venturi Wealth Management’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 | $511K | Sell |
|
|||||
|
2025
Q2 | $669K | Buy |
|
|||||
|
2025
Q1 | $624K | Buy |
|
|||||
|
2024
Q4 | $674K | Buy |
|
|||||
|
2024
Q3 | $660K | Sell |
|
|||||
|
2024
Q2 | $618K | Hold |
|
|||||
|
2024
Q1 | $648K | Sell |
|
|||||
|
2023
Q4 | $608K | Sell |
|
|||||
|
2023
Q3 | $971K | Buy |
|
|||||
|
2023
Q2 | $972K | Sell |
|
|||||
|
2023
Q1 | $1.12M | Sell |
|
|||||
|
2022
Q4 | $1.09M | Buy |
|
|||||
|
2022
Q3 | $373K | Sell |
|
|||||
|
2022
Q2 | $28.5M | Buy |
|
|||||
|
2022
Q1 | $1.02M | Sell |
|
|||||
|
2021
Q4 | $4.28M | Buy |
|
|||||
|
2021
Q3 | $374K | Sell |
|
|||||
|
2021
Q2 | $390K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $506K | Buy |
|