AFAS
Acorn Financial Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Sell |
135,675
-3,285
| -2% | -$778K | 5.27% | 6 |
|
|
2025
Q1 | $30.8M | Sell |
138,960
-14,250
| -9% | -$3.16M | 5.57% | 5 |
|
|
2024
Q4 | $36.8M | Buy |
153,210
+351
| +0.2% | +$84.3K | 6.07% | 5 |
|
|
2024
Q3 | $36.3M | Sell |
152,859
-495
| -0.3% | -$117K | 6.42% | 6 |
|
|
2024
Q2 | $33.4M | Buy |
153,354
+609
| +0.4% | +$133K | 6.24% | 6 |
|
|
2024
Q1 | $34.9M | Sell |
152,745
-27,528
| -15% | -$6.29M | 6.59% | 5 |
|
|
2023
Q4 | $38.3M | Sell |
180,273
-6,661
| -4% | -$1.42M | 6.72% | 3 |
|
|
2023
Q3 | $35.3M | Buy |
186,934
+3,616
| +2% | +$683K | 6.3% | 4 |
|
|
2023
Q2 | $36.5M | Buy |
183,318
+1,609
| +0.9% | +$320K | 6.48% | 5 |
|
|
2023
Q1 | $34.4M | Buy |
181,709
+1,002
| +0.6% | +$190K | 6.7% | 4 |
|
|
2022
Q4 | $33.2M | Buy |
180,707
+7,197
| +4% | +$1.32M | 7.04% | 4 |
|
|
2022
Q3 | $29.7M | Buy |
173,510
+6,366
| +4% | +$1.09M | 7.07% | 4 |
|
|
2022
Q2 | $29.4M | Buy |
167,144
+6,378
| +4% | +$1.12M | 7.01% | 4 |
|
|
2022
Q1 | $34.2M | Buy |
160,766
+28,897
| +22% | +$6.14M | 6.85% | 4 |
|
|
2021
Q4 | $29.8M | Buy |
131,869
+105,988
| +410% | +$24M | 5.97% | 5 |
|
|
2021
Q3 | $5.66M | Buy |
25,881
+1,667
| +7% | +$364K | 1.75% | 11 |
|
|
2021
Q2 | $5.45M | Buy |
24,214
+4,077
| +20% | +$918K | 1.61% | 12 |
|
|
2021
Q1 | $4.31M | Buy |
20,137
+1,515
| +8% | +$324K | 1.57% | 12 |
|
|
2020
Q4 | $3.63M | Buy |
18,622
+4,749
| +34% | +$924K | 1.42% | 13 |
|
|
2020
Q3 | $2.13M | Buy |
13,873
+9,391
| +210% | +$1.44M | 1.12% | 17 |
|
|
2020
Q2 | $653K | Buy |
+4,482
| New | +$653K | 0.46% | 78 |
|