AA
AJ 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 | $14.1M | Sell |
59,562
-2,971
| -5% | -$704K | 6.28% | 5 |
|
|
2025
Q1 | $13.9M | Buy |
62,533
+1,501
| +2% | +$333K | 7.1% | 5 |
|
|
2024
Q4 | $14.7M | Buy |
61,032
+133
| +0.2% | +$32K | 7.61% | 5 |
|
|
2024
Q3 | $14.4M | Buy |
60,899
+706
| +1% | +$167K | 7.41% | 5 |
|
|
2024
Q2 | $13.1M | Sell |
60,193
-6,442
| -10% | -$1.4M | 7.26% | 5 |
|
|
2024
Q1 | $15.2M | Buy |
66,635
+3,088
| +5% | +$706K | 8.4% | 5 |
|
|
2023
Q4 | $13.6M | Buy |
63,547
+3,661
| +6% | +$781K | 8.34% | 5 |
|
|
2023
Q3 | $11.3M | Buy |
59,886
+2,835
| +5% | +$536K | 8.51% | 5 |
|
|
2023
Q2 | $11.3M | Buy |
57,051
+1,153
| +2% | +$229K | 7.89% | 5 |
|
|
2023
Q1 | $10.6M | Buy |
55,898
+2,267
| +4% | +$430K | 7.78% | 7 |
|
|
2022
Q4 | $9.84M | Buy |
+53,631
| New | +$9.84M | 7.89% | 6 |
|