WealthShield Partners’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 | $901K | Sell |
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|
2025
Q1 | $944K | Buy |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $772K | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $186K | Sell |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $232K | Sell |
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|
2021
Q3 | $5.28M | Sell |
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|
2021
Q2 | $5.53M | Buy |
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|
2021
Q1 | $5.11M | Sell |
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|
2020
Q4 | $4.79M | Buy |
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|
2020
Q3 | $350K | Sell |
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|
2020
Q2 | $344K | Buy |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $329K | Hold |
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|
2019
Q3 | $306K | Hold |
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|
2019
Q2 | $312K | Sell |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $318K | Buy |
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|
2018
Q3 | $285K | Buy |
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|
2018
Q2 | $261K | Buy |
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|
2018
Q1 | $137K | Sell |
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|
2017
Q4 | $154K | Buy |
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