Accel Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
2,496
-140
| -5% | -$33.2K | 0.2% | 114 |
|
|
2025
Q1 | $585K | Sell |
2,636
-30
| -1% | -$6.65K | 0.21% | 109 |
|
|
2024
Q4 | $641K | Buy |
2,666
+130
| +5% | +$31.2K | 0.24% | 104 |
|
|
2024
Q3 | $602K | Sell |
2,536
-24
| -0.9% | -$5.69K | 0.22% | 117 |
|
|
2024
Q2 | $558K | Sell |
2,560
-2
| -0.1% | -$436 | 0.22% | 109 |
|
|
2024
Q1 | $586K | Hold |
2,562
| – | – | 0.25% | 98 |
|
|
2023
Q4 | $547K | Buy |
2,562
+19
| +0.7% | +$4.05K | 0.27% | 92 |
|
|
2023
Q3 | $481K | Buy |
2,543
+367
| +17% | +$69.4K | 0.27% | 95 |
|
|
2023
Q2 | $433K | Buy |
2,176
+1,780
| +449% | +$354K | 0.24% | 102 |
|
|
2023
Q1 | $75.1K | Sell |
396
-23
| -5% | -$4.36K | 0.03% | 386 |
|
|
2022
Q4 | $76.9K | Sell |
419
-62
| -13% | -$11.4K | 0.04% | 281 |
|
|
2022
Q3 | $88K | Sell |
481
-13
| -3% | -$2.38K | 0.05% | 267 |
|
|
2022
Q2 | $88K | Sell |
494
-4
| -0.8% | -$713 | 0.05% | 255 |
|
|
2022
Q1 | $107K | Sell |
498
-167
| -25% | -$35.9K | 0.06% | 248 |
|
|
2021
Q4 | $150K | Buy |
665
+68
| +11% | +$15.3K | 0.07% | 204 |
|
|
2021
Q3 | $131K | Buy |
597
+60
| +11% | +$13.2K | 0.08% | 188 |
|
|
2021
Q2 | $121K | Buy |
537
+45
| +9% | +$10.1K | 0.08% | 208 |
|
|
2021
Q1 | $105K | Buy |
492
+54
| +12% | +$11.5K | 0.09% | 209 |
|
|
2020
Q4 | $85K | Buy |
+438
| New | +$85K | 0.08% | 220 |
|