AWA
Aletheian 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 | $237K | Hold |
1,000
| – | – | 0.12% | 85 |
|
|
2025
Q1 | $222K | Hold |
1,000
| – | – | 0.12% | 86 |
|
|
2024
Q4 | $240K | Sell |
1,000
-21
| -2% | -$5.05K | 0.14% | 70 |
|
|
2024
Q3 | $242K | Sell |
1,021
-91
| -8% | -$21.6K | 0.14% | 72 |
|
|
2024
Q2 | $242K | Hold |
1,112
| – | – | 0.13% | 78 |
|
|
2024
Q1 | $254K | Sell |
1,112
-19
| -2% | -$4.34K | 0.14% | 74 |
|
|
2023
Q4 | $241K | Hold |
1,131
| – | – | 0.16% | 72 |
|
|
2023
Q3 | $214K | Buy |
+1,131
| New | +$214K | 0.16% | 72 |
|
|
2022
Q2 | – | Sell |
-1,081
| Closed | -$230K | – | 59 |
|
|
2022
Q1 | $230K | Sell |
1,081
-282
| -21% | -$60K | 0.22% | 52 |
|
|
2021
Q4 | $308K | Buy |
+1,363
| New | +$308K | 0.3% | 41 |
|