Wells 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
Q2 | $2.48M | Sell |
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|
2025
Q1 | $2.51M | Buy |
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|
2024
Q4 | $2.68M | Sell |
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|
2024
Q3 | $2.98M | Sell |
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|
2024
Q2 | $5.58M | Sell |
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|
2024
Q1 | $6.76M | Sell |
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|
2023
Q4 | $6.49M | Buy |
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|
2023
Q3 | $5.55M | Sell |
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|
2023
Q2 | $5.85M | Sell |
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|
2023
Q1 | $7.86M | Sell |
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|
2022
Q4 | $7.65M | Sell |
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|
2022
Q3 | $7.74M | Sell |
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|
2022
Q2 | $8.37M | Sell |
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|
2022
Q1 | $14.3M | Buy |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $9.95M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $9.59M | Buy |
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|
2020
Q4 | $2.8M | Buy |
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