AFG
Allegheny Financial 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 | $1.64M | Buy |
6,926
+974
| +16% | +$231K | 0.36% | 57 |
|
|
2025
Q1 | $1.32M | Sell |
5,952
-363
| -6% | -$80.5K | 0.34% | 55 |
|
|
2024
Q4 | $1.52M | Buy |
6,315
+938
| +17% | +$225K | 0.39% | 51 |
|
|
2024
Q3 | $1.28M | Buy |
5,377
+105
| +2% | +$24.9K | 0.31% | 64 |
|
|
2024
Q2 | $1.15M | Buy |
5,272
+253
| +5% | +$55.2K | 0.33% | 59 |
|
|
2024
Q1 | $1.15M | Sell |
5,019
-799
| -14% | -$183K | 0.35% | 54 |
|
|
2023
Q4 | $1.24M | Buy |
5,818
+912
| +19% | +$195K | 0.4% | 44 |
|
|
2023
Q3 | $928K | Buy |
4,906
+1,429
| +41% | +$270K | 0.35% | 55 |
|
|
2023
Q2 | $692K | Sell |
3,477
-1,744
| -33% | -$347K | 0.33% | 58 |
|
|
2023
Q1 | $990K | Buy |
5,221
+465
| +10% | +$88.1K | 0.4% | 51 |
|
|
2022
Q4 | $873K | Buy |
4,756
+306
| +7% | +$56.2K | 0.36% | 56 |
|
|
2022
Q3 | $760K | Buy |
4,450
+168
| +4% | +$28.7K | 0.36% | 58 |
|
|
2022
Q2 | $754K | Buy |
4,282
+1,114
| +35% | +$196K | 0.35% | 61 |
|
|
2022
Q1 | $673K | Sell |
3,168
-69
| -2% | -$14.7K | 0.28% | 66 |
|
|
2021
Q4 | $732K | Buy |
3,237
+12
| +0.4% | +$2.71K | 0.29% | 65 |
|
|
2021
Q3 | $705K | Buy |
3,225
+37
| +1% | +$8.09K | 0.32% | 55 |
|
|
2021
Q2 | $718K | Buy |
+3,188
| New | +$718K | 0.32% | 57 |
|
|
2021
Q1 | – | Sell |
-3,870
| Closed | -$753K | – | 130 |
|
|
2020
Q4 | $753K | Buy |
+3,870
| New | +$753K | 0.4% | 43 |
|