Wealthspire Advisors (New York)’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 | $190M | Buy |
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|
2025
Q1 | $166M | Buy |
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|
2024
Q4 | $90.2M | Buy |
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|
2024
Q3 | $88.7M | Buy |
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|
2024
Q2 | $79.9M | Buy |
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|
2024
Q1 | $83M | Buy |
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|
2023
Q4 | $77.4M | Sell |
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|
2023
Q3 | $69.3M | Buy |
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|
2023
Q2 | $66.8M | Sell |
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|
2023
Q1 | $64.2M | Buy |
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|
2022
Q4 | $61.2M | Buy |
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|
2022
Q3 | $55.8M | Buy |
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|
2022
Q2 | $48.7M | Buy |
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|
2022
Q1 | $56.8M | Buy |
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|
2021
Q4 | $52.4M | Buy |
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|
2021
Q3 | $48M | Sell |
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|
2021
Q2 | $51.6M | Sell |
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|
2021
Q1 | $49.7M | Buy |
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|
2020
Q4 | $45.1M | Buy |
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|
2020
Q3 | $12M | Buy |
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|
2020
Q2 | $9.92M | Sell |
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|
2020
Q1 | $22.4M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $73K | Buy |
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