Weitzel Financial Services’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 | $425K | Buy |
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|
2025
Q2 | $392K | Hold |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $379K | Hold |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $953K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $4.58M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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