AWMS
Advocacy Wealth Management Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-99,113
| Closed | -$23.8M | – | 60 |
|
|
2024
Q4 | $23.8M | Buy |
+99,113
| New | +$23.8M | 1.81% | 18 |
|
|
2016
Q2 | – | Sell |
-2,575
| Closed | -$287K | – | 458 |
|
|
2016
Q1 | $287K | Sell |
2,575
-3,345
| -57% | -$373K | 0.2% | 67 |
|
|
2015
Q4 | $658K | Buy |
+5,920
| New | +$658K | 0.74% | 36 |
|
|
2013
Q3 | $620K | Buy |
5,995
+2,025
| +51% | +$209K | 1.7% | 10 |
|
|
2013
Q2 | $372K | Buy |
+3,970
| New | +$372K | 1.48% | 16 |
|