Waldron Private Wealth’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 | $4.27M | Sell |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $5.04M | Buy |
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|
2024
Q3 | $4.94M | Buy |
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|
2024
Q2 | $3.46M | Hold |
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|
2024
Q1 | $3.62M | Hold |
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|
2023
Q4 | $3.38M | Hold |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $3.14M | Sell |
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|
2023
Q1 | $3.94M | Sell |
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|
2022
Q4 | $3.57M | Hold |
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|
2022
Q3 | $3.57M | Sell |
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|
2022
Q2 | $3.68M | Buy |
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|
2022
Q1 | $4.42M | Buy |
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|
2021
Q4 | $4.67M | Sell |
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|
2021
Q3 | $5M | Buy |
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|
2021
Q2 | $215K | Hold |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.53M | Buy |
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|
2019
Q3 | $1.42M | Hold |
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|
2019
Q2 | $1.45M | Buy |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1.2M | Buy |
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