Warner Financial’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 | $4.5M | Buy |
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|
2025
Q2 | $3.98M | Buy |
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|
2025
Q1 | $3.67M | Sell |
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|
2024
Q4 | $4.31M | Buy |
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|
2024
Q3 | $4.17M | Buy |
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|
2024
Q2 | $3.63M | Buy |
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|
2024
Q1 | $3.43M | Buy |
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|
2023
Q4 | $3.02M | Buy |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $1.88M | Sell |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $1.95M | Buy |
|