WMG 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 | $294K | Sell |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $319K | Buy |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $315K | Buy |
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