Winch Advisory Services’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 | $29.8K | Sell |
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|
2025
Q1 | $34.2K | Buy |
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|
2024
Q4 | $36.9K | Sell |
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|
2024
Q3 | $47.1K | Buy |
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|
2024
Q2 | $33.1K | Hold |
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|
2024
Q1 | $34.7K | Buy |
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|
2023
Q4 | $32.3K | Hold |
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|
2023
Q3 | $28K | Buy |
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|
2023
Q2 | $30K | Buy |
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|
2023
Q1 | $28K | Hold |
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|
2022
Q4 | $27K | Sell |
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|
2022
Q3 | $156K | Buy |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $190K | Sell |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $27K | Buy |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $8K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.26M | Buy |
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|
2015
Q1 | $14K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $12K | Hold |
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|
2014
Q2 | $13K | Hold |
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|
2014
Q1 | $12K | Buy |
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