1WA
180 Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
9,788
-30
| -0.3% | -$5.85K | 0.27% | 96 |
|
|
2025
Q1 | $1.83M | Sell |
9,818
-106
| -1% | -$19.7K | 0.29% | 90 |
|
|
2024
Q4 | $1.97M | Sell |
9,924
-36
| -0.4% | -$7.13K | 0.31% | 79 |
|
|
2024
Q3 | $2M | Sell |
9,960
-2
| -0% | -$402 | 0.31% | 81 |
|
|
2024
Q2 | $1.87M | Sell |
9,962
-12
| -0.1% | -$2.25K | 0.3% | 83 |
|
|
2024
Q1 | $1.91M | Sell |
9,974
-78
| -0.8% | -$15K | 0.34% | 76 |
|
|
2023
Q4 | $1.81M | Sell |
10,052
-11
| -0.1% | -$1.98K | 0.36% | 78 |
|
|
2023
Q3 | $1.6M | Sell |
10,063
-108
| -1% | -$17.2K | 0.36% | 79 |
|
|
2023
Q2 | $1.69M | Buy |
10,171
+67
| +0.7% | +$11.1K | 0.37% | 75 |
|
|
2023
Q1 | $1.6M | Buy |
10,104
+33
| +0.3% | +$5.24K | 0.37% | 78 |
|
|
2022
Q4 | $1.71M | Sell |
10,071
-184
| -2% | -$31.3K | 0.4% | 74 |
|
|
2022
Q3 | $1.47M | Sell |
10,255
-54
| -0.5% | -$7.75K | 0.4% | 73 |
|
|
2022
Q2 | $1.57M | Sell |
10,309
-83
| -0.8% | -$12.6K | 0.4% | 71 |
|
|
2022
Q1 | $1.84M | Buy |
10,392
+291
| +3% | +$51.5K | 0.4% | 70 |
|
|
2021
Q4 | $1.7M | Buy |
10,101
+793
| +9% | +$134K | 0.38% | 76 |
|
|
2021
Q3 | $1.64M | Buy |
9,308
+326
| +4% | +$57.5K | 0.36% | 76 |
|
|
2021
Q2 | $1.56M | Buy |
8,982
+360
| +4% | +$62.4K | 0.36% | 78 |
|
|
2021
Q1 | $1.49M | Buy |
8,622
+224
| +3% | +$38.7K | 0.37% | 80 |
|
|
2020
Q4 | $1.27M | Sell |
8,398
-71
| -0.8% | -$10.8K | 0.37% | 79 |
|
|
2020
Q3 | $1.01M | Buy |
8,469
+121
| +1% | +$14.4K | 0.38% | 73 |
|
|
2020
Q2 | $911K | Buy |
8,348
+3,884
| +87% | +$424K | 0.36% | 76 |
|
|
2020
Q1 | $375K | Buy |
4,464
+1,445
| +48% | +$121K | 0.19% | 131 |
|
|
2019
Q4 | $415K | Buy |
3,019
+742
| +33% | +$102K | 0.17% | 148 |
|
|
2019
Q3 | $290K | Buy |
+2,277
| New | +$290K | 0.13% | 196 |
|