Wills 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 | $248K | Hold |
|
|||||
|
2025
Q1 | $232K | Sell |
|
|||||
|
2024
Q4 | $311K | Hold |
|
|||||
|
2024
Q3 | $307K | Hold |
|
|||||
|
2024
Q2 | $283K | Hold |
|
|||||
|
2024
Q1 | $296K | Hold |
|
|||||
|
2023
Q4 | $276K | Hold |
|
|||||
|
2023
Q3 | $245K | Hold |
|
|||||
|
2023
Q2 | $258K | Hold |
|
|||||
|
2023
Q1 | $246K | Hold |
|
|||||
|
2022
Q4 | $238K | Hold |
|
|||||
|
2022
Q3 | $221K | Hold |
|
|||||
|
2022
Q2 | $228K | Hold |
|
|||||
|
2022
Q1 | $275K | Sell |
|
|||||
|
2021
Q4 | $324K | Sell |
|
|||||
|
2021
Q3 | $328K | Sell |
|
|||||
|
2021
Q2 | $428K | Buy |
|
|||||
|
2021
Q1 | $407K | Hold |
|
|||||
|
2020
Q4 | $370K | Sell |
|
|||||
|
2020
Q3 | $775K | Sell |
|
|||||
|
2020
Q2 | $746K | Sell |
|
|||||
|
2020
Q1 | $604K | Buy |
|
|||||
|
2019
Q4 | $724K | Buy |
|
|||||
|
2019
Q3 | $630K | Buy |
|
|||||
|
2019
Q2 | $641K | Buy |
|
|||||
|
2019
Q1 | $464K | Buy |
|
|||||
|
2018
Q4 | $358K | Sell |
|
|||||
|
2018
Q3 | $451K | Hold |
|
|||||
|
2018
Q2 | $432K | Sell |
|
|||||
|
2018
Q1 | $415K | Sell |
|
|||||
|
2017
Q4 | $428K | Buy |
|