AWA
Acorn 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
Q1 | – | Sell |
-2,081
| Closed | -$412K | – | 241 |
|
|
2024
Q4 | $412K | Buy |
+2,081
| New | +$412K | 0.17% | 124 |
|
|
2018
Q3 | – | Sell |
-124
| Closed | -$17K | – | 425 |
|
|
2018
Q2 | $17K | Hold |
124
| – | – | 0.01% | 424 |
|
|
2018
Q1 | $16K | Buy |
124
+90
| +265% | +$11.6K | 0.01% | 429 |
|
|
2017
Q4 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 607 |
|