WESPAC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $3.7M | Buy |
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|
2020
Q4 | $3.26M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $631K | Buy |
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|
2020
Q1 | $436K | Buy |
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|
2019
Q4 | $610K | Hold |
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|
2019
Q3 | $567K | Sell |
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|
2019
Q2 | $592K | Buy |
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|
2019
Q1 | $577K | Buy |
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|
2018
Q4 | $449K | Buy |
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|
2018
Q3 | $553K | Buy |
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|
2018
Q2 | $515K | Sell |
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|
2018
Q1 | $499K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $472K | Hold |
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|
2017
Q2 | $453K | Buy |
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|
2017
Q1 | $438K | Buy |
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|
2016
Q4 | $387K | Hold |
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|
2016
Q3 | $367K | Hold |
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|
2016
Q2 | $347K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $219K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $574K | Sell |
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|
2013
Q4 | $690K | Sell |
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|
2013
Q3 | $923K | Buy |
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|
2013
Q2 | $635K | Buy |
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