Wells Trecaso Financial Group’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 | $1.19M | Buy |
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|
2025
Q1 | $950K | Buy |
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|
2024
Q4 | $977K | Buy |
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|
2024
Q3 | $964K | Buy |
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|
2024
Q2 | $804K | Sell |
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|
2024
Q1 | $845K | Sell |
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|
2023
Q4 | $867K | Buy |
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|
2023
Q3 | $709K | Buy |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $206K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $100K | Buy |
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