Waterfront 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
Q4 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $217K | Buy |
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