Advisornet Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Advisornet Financial’s Portfolio VB Stock Details VB Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.78M	Buy	28,607 +14,310	+100%	+$3.39M	0.44%	47
2025 Q1	$3.17M	Buy	14,297 +781	+6%	+$173K	0.24%	90
2024 Q4	$3.25M	Buy	13,516 +902	+7%	+$217K	0.27%	85
2024 Q3	$2.99M	Buy	12,614 +2,977	+31%	+$706K	0.22%	105
2024 Q2	$2.1M	Sell	9,637 -793	-8%	-$173K	0.19%	121
2024 Q1	$2.38M	Sell	10,430 -16,827	-62%	-$3.85M	0.23%	106
2023 Q4	$5.81M	Sell	27,257 -64,244	-70%	-$13.7M	0.54%	32
2023 Q3	$17.3M	Buy	91,501 +1,932	+2%	+$365K	1.57%	6
2023 Q2	$17.8M	Buy	89,569 +2,859	+3%	+$569K	1.52%	6
2023 Q1	$16.4M	Buy	86,710 +6,095	+8%	+$1.16M	1.5%	5
2022 Q4	$14.8M	Buy	80,615 +12,728	+19%	+$2.34M	1.46%	6
2022 Q3	$11.6M	Buy	67,887 +1,478	+2%	+$253K	1.16%	12
2022 Q2	$11.7M	Buy	66,409 +4,166	+7%	+$734K	1.15%	11
2022 Q1	$13.2M	Buy	62,243 +6,338	+11%	+$1.35M	0.83%	20
2021 Q4	$12.6M	Buy	55,905 +14,925	+36%	+$3.37M	0.78%	20
2021 Q3	$8.96M	Buy	40,980 +12,223	+43%	+$2.67M	0.62%	29
2021 Q2	$6.48M	Buy	28,757 +2,022	+8%	+$455K	0.43%	51
2021 Q1	$5.72M	Buy	26,735 +21,070	+372%	+$4.51M	0.41%	57
2020 Q4	$1.1M	Sell	5,665 -5,856	-51%	-$1.14M	0.09%	204
2020 Q3	$1.77M	Buy	11,521 +3,130	+37%	+$481K	0.15%	145
2020 Q2	$1.22M	Buy	8,391 +1,445	+21%	+$211K	0.1%	185
2020 Q1	$802K	Buy	6,946 +360	+5%	+$41.6K	0.07%	226
2019 Q4	$1.09M	Sell	6,586 -456	-6%	-$75.5K	0.09%	203
2019 Q3	$1.08M	Sell	7,042 -723	-9%	-$111K	0.1%	202
2019 Q2	$1.22M	Sell	7,765 -113	-1%	-$17.7K	0.13%	156
2019 Q1	$1.2M	Sell	7,878 -305	-4%	-$46.6K	0.15%	151
2018 Q4	$1.08M	Buy	8,183 +25	+0.3%	+$3.3K	0.15%	150
2018 Q3	$1.33M	Sell	8,158 -577	-7%	-$93.8K	0.17%	124
2018 Q2	$1.36M	Sell	8,735 -212	-2%	-$33K	0.18%	112
2018 Q1	$1.31M	Buy	8,947 +3,447	+63%	+$506K	0.18%	109
2017 Q4	$813K	Buy	+5,500	New	+$813K	0.12%	153