AWA
Aaron Wealth 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 | $1.59M | Buy |
6,698
+104
| +2% | +$24.6K | 0.16% | 84 |
|
2025
Q1 | $1.46M | Sell |
6,594
-122
| -2% | -$27.1K | 0.17% | 86 |
|
2024
Q4 | $1.61M | Buy |
6,716
+201
| +3% | +$48.3K | 0.19% | 74 |
|
2024
Q3 | $1.55M | Buy |
6,515
+191
| +3% | +$45.3K | 0.18% | 76 |
|
2024
Q2 | $1.38M | Buy |
6,324
+1,665
| +36% | +$363K | 0.19% | 71 |
|
2024
Q1 | $1.07M | Buy |
4,659
+431
| +10% | +$98.5K | 0.15% | 88 |
|
2023
Q4 | $902K | Buy |
4,228
+542
| +15% | +$116K | 0.15% | 86 |
|
2023
Q3 | $697K | Buy |
3,686
+172
| +5% | +$32.5K | 0.09% | 121 |
|
2023
Q2 | $699K | Sell |
3,514
-485
| -12% | -$96.5K | 0.09% | 126 |
|
2023
Q1 | $758K | Buy |
3,999
+317
| +9% | +$60.1K | 0.1% | 109 |
|
2022
Q4 | $676K | Sell |
3,682
-196
| -5% | -$36K | 0.1% | 121 |
|
2022
Q3 | $663K | Sell |
3,878
-302
| -7% | -$51.6K | 0.12% | 95 |
|
2022
Q2 | $736K | Sell |
4,180
-612,978
| -99% | -$108M | 0.19% | 74 |
|
2022
Q1 | $2.9M | Buy |
617,158
+612,689
| +13,710% | +$2.88M | 0.04% | 184 |
|
2021
Q4 | $1.01M | Buy |
+4,469
| New | +$1.01M | 0.28% | 52 |
|