Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $35.2M | Buy |
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2020
Q2 | $22M | Sell |
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|
2020
Q1 | $17.8M | Buy |
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|
2019
Q4 | $15.8M | Buy |
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|
2019
Q3 | $14.2M | Sell |
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|
2019
Q2 | $15M | Buy |
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|
2019
Q1 | $12.6M | Buy |
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|
2018
Q4 | $10M | Buy |
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|
2018
Q3 | $10.3M | Buy |
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|
2018
Q2 | $9.59M | Buy |
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|
2018
Q1 | $8.23M | Buy |
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|
2017
Q4 | $8M | Sell |
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|
2017
Q3 | $7.68M | Buy |
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|
2017
Q2 | $6.78M | Buy |
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|
2017
Q1 | $6.22M | Buy |
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|
2016
Q4 | $5.88M | Buy |
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|
2016
Q3 | $4.46M | Buy |
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|
2016
Q2 | $4.01M | Buy |
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|
2016
Q1 | $3.8M | Buy |
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|
2015
Q4 | $3.25M | Buy |
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