Walter & Keenan 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
Q2 | $538K | Hold |
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|
2025
Q1 | $504K | Sell |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $715K | Buy |
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|
2024
Q2 | $657K | Hold |
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|
2024
Q1 | $688K | Buy |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $468K | Buy |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $520K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $586K | Buy |
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