Wellspring 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 | $1.5M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.38M | Hold |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $3.41M | Sell |
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|
2021
Q4 | $4.43M | Sell |
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|
2021
Q3 | $4.3M | Sell |
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|
2021
Q2 | $5.27M | Sell |
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|
2021
Q1 | $7M | Buy |
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|
2020
Q4 | $5.29M | Sell |
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|
2020
Q3 | $5.34M | Sell |
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|
2020
Q2 | $5.91M | Sell |
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|
2020
Q1 | $7M | Buy |
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