Websterrogers Financial Advisors’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 | $675K | Sell |
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|
2025
Q2 | $631K | Sell |
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|
2025
Q1 | $598K | Hold |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $639K | Hold |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $641K | Sell |
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|
2023
Q4 | $607K | Sell |
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|
2023
Q3 | $610K | Sell |
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|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $624K | Sell |
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|
2022
Q4 | $726K | Sell |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $705K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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