YHB Investment 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
Q3 | $238K | Sell |
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|
2025
Q2 | $234K | Buy |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $631K | Sell |
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|
2024
Q1 | $689K | Sell |
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|
2023
Q4 | $723K | Hold |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $339K | Buy |
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