AMBIA
Allen Mooney & Barnes Investment 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 | $4.01M | Sell |
16,906
-601
| -3% | -$142K | 0.66% | 41 |
|
|
2025
Q1 | $3.88M | Hold |
17,507
| – | – | 0.63% | 45 |
|
|
2024
Q4 | $4.21M | Sell |
17,507
-251
| -1% | -$60.3K | 0.71% | 40 |
|
|
2024
Q3 | $4.21M | Sell |
17,758
-473
| -3% | -$112K | 0.72% | 41 |
|
|
2024
Q2 | $3.98M | Sell |
18,231
-64
| -0.3% | -$14K | 0.71% | 41 |
|
|
2024
Q1 | $4.04M | Sell |
18,295
-421
| -2% | -$93K | 0.78% | 40 |
|
|
2023
Q4 | $3.99M | Buy |
18,716
+237
| +1% | +$50.6K | 0.76% | 39 |
|
|
2023
Q3 | $3.49M | Sell |
18,479
-162
| -0.9% | -$30.6K | 0.74% | 38 |
|
|
2023
Q2 | $3.71M | Buy |
18,641
+93
| +0.5% | +$18.5K | 0.82% | 38 |
|
|
2023
Q1 | $3.52M | Sell |
18,548
-2,183
| -11% | -$414K | 0.84% | 36 |
|
|
2022
Q4 | $3.81M | Buy |
20,731
+6
| +0% | +$1.1K | 0.91% | 36 |
|
|
2022
Q3 | $3.54M | Sell |
20,725
-437
| -2% | -$74.7K | 0.95% | 36 |
|
|
2022
Q2 | $3.73M | Sell |
21,162
-310
| -1% | -$54.6K | 0.95% | 37 |
|
|
2022
Q1 | $4.56M | Buy |
+21,472
| New | +$4.56M | 1.01% | 38 |
|