AG
Advocate Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
5,309
+217
| +4% | +$51.4K | 0.22% | 79 |
|
|
2025
Q1 | $1.13M | Buy |
5,092
+255
| +5% | +$56.5K | 0.21% | 77 |
|
|
2024
Q4 | $1.16M | Buy |
4,837
+285
| +6% | +$68.5K | 0.22% | 78 |
|
|
2024
Q3 | $1.08M | Buy |
4,552
+276
| +6% | +$65.5K | 0.2% | 78 |
|
|
2024
Q2 | $932K | Buy |
4,276
+213
| +5% | +$46.4K | 0.19% | 81 |
|
|
2024
Q1 | $929K | Buy |
4,063
+274
| +7% | +$62.6K | 0.18% | 81 |
|
|
2023
Q4 | $808K | Buy |
3,789
+130
| +4% | +$27.7K | 0.17% | 84 |
|
|
2023
Q3 | $692K | Buy |
3,659
+861
| +31% | +$163K | 0.16% | 87 |
|
|
2023
Q2 | $556K | Sell |
2,798
-32
| -1% | -$6.36K | 0.12% | 92 |
|
|
2023
Q1 | $536K | Buy |
2,830
+11
| +0.4% | +$2.09K | 0.12% | 91 |
|
|
2022
Q4 | $517K | Buy |
2,819
+279
| +11% | +$51.2K | 0.11% | 90 |
|
|
2022
Q3 | $434K | Buy |
2,540
+82
| +3% | +$14K | 0.11% | 86 |
|
|
2022
Q2 | $433K | Buy |
+2,458
| New | +$433K | 0.1% | 89 |
|