Wealthquest’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 | $35.1M | Buy |
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|
2025
Q1 | $31.8M | Sell |
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|
2024
Q4 | $34.7M | Buy |
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|
2024
Q3 | $33.5M | Buy |
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|
2024
Q2 | $29.4M | Buy |
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|
2024
Q1 | $29.9M | Sell |
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|
2023
Q4 | $28.7M | Buy |
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|
2023
Q3 | $25.3M | Buy |
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|
2023
Q2 | $26M | Buy |
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|
2023
Q1 | $24.4M | Buy |
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|
2022
Q4 | $23.3M | Buy |
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|
2022
Q3 | $21.3M | Buy |
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|
2022
Q2 | $11.6M | Sell |
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|
2022
Q1 | $23M | Hold |
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|
2021
Q4 | $23M | Buy |
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|
2021
Q3 | $20.6M | Buy |
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|
2021
Q2 | $16.1M | Buy |
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|
2021
Q1 | $8.95M | Buy |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $254K | Buy |
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