Waters Parkerson & Co’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 | $2.23M | Buy |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.58M | Hold |
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|
2024
Q2 | $1.45M | Hold |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $899K | Buy |
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|
2021
Q4 | $628K | Buy |
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|
2021
Q3 | $596K | Buy |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $526K | Hold |
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|
2020
Q4 | $479K | Hold |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $391K | Hold |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $371K | Buy |
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|
2018
Q4 | $305K | Hold |
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|
2018
Q3 | $376K | Hold |
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|
2018
Q2 | $360K | Sell |
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|
2018
Q1 | $351K | Sell |
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|
2017
Q4 | $427K | Hold |
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|
2017
Q3 | $408K | Sell |
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|
2017
Q2 | $467K | Sell |
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|
2017
Q1 | $483K | Hold |
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|
2016
Q4 | $468K | Sell |
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|
2016
Q3 | $788K | Sell |
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|
2016
Q2 | $784K | Hold |
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|
2016
Q1 | $756K | Sell |
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|
2015
Q4 | $799K | Buy |
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