Wade Financial Advisory’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
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.94M | Sell |
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|
2024
Q3 | $3.06M | Sell |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $2.89M | Sell |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $2.8M | Buy |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.8M | Buy |
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|
2022
Q1 | $2.83M | Buy |
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|
2021
Q4 | $2.62M | Sell |
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|
2021
Q3 | $2.54M | Sell |
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|
2021
Q2 | $2.62M | Buy |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $2.02M | Hold |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $684K | Buy |
|