AFA
AA Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Buy |
124,484
+9,562
| +8% | +$2.27M | 6.36% | 1 |
|
|
2025
Q1 | $25.5M | Buy |
114,922
+7,450
| +7% | +$1.65M | 6.22% | 1 |
|
|
2024
Q4 | $25.8M | Buy |
107,472
+10,031
| +10% | +$2.41M | 6.89% | 1 |
|
|
2024
Q3 | $23.1M | Buy |
97,441
+22,993
| +31% | +$5.45M | 6.69% | 1 |
|
|
2024
Q2 | $16.2M | Buy |
74,448
+13,208
| +22% | +$2.88M | 5.72% | 1 |
|
|
2024
Q1 | $14M | Buy |
61,240
+6,814
| +13% | +$1.56M | 5.65% | 1 |
|
|
2023
Q4 | $11.6M | Buy |
+54,426
| New | +$11.6M | 7.73% | 1 |
|