AWA
Adapt 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 | $484K | Sell |
2,041
-282
| -12% | -$66.8K | 0.22% | 41 |
|
|
2025
Q1 | $515K | Sell |
2,323
-302
| -12% | -$67K | 0.25% | 39 |
|
|
2024
Q4 | $631K | Sell |
2,625
-580
| -18% | -$139K | 0.31% | 42 |
|
|
2024
Q3 | $760K | Sell |
3,205
-1,475
| -32% | -$350K | 0.41% | 36 |
|
|
2024
Q2 | $1.02M | Sell |
4,680
-401
| -8% | -$87.4K | 0.64% | 31 |
|
|
2024
Q1 | $1.16M | Buy |
+5,081
| New | +$1.16M | 0.83% | 23 |
|