AFA
Alpha Financial 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 | $276K | Buy |
+1,166
| New | +$276K | 0.11% | 50 |
|
|
2025
Q1 | – | Sell |
-845
| Closed | -$203K | – | 52 |
|
|
2024
Q4 | $203K | Hold |
845
| – | – | 0.09% | 48 |
|
|
2024
Q3 | $200K | Buy |
+845
| New | +$200K | 0.09% | 48 |
|
|
2024
Q2 | – | Sell |
-1,963
| Closed | -$449K | – | 45 |
|
|
2024
Q1 | $449K | Buy |
1,963
+779
| +66% | +$178K | 0.21% | 25 |
|
|
2023
Q4 | $253K | Sell |
1,184
-175
| -13% | -$37.3K | 0.13% | 37 |
|
|
2023
Q3 | $257K | Buy |
1,359
+175
| +15% | +$33.1K | 0.16% | 33 |
|
|
2023
Q2 | $235K | Hold |
1,184
| – | – | 0.15% | 37 |
|
|
2023
Q1 | $224K | Sell |
1,184
-711
| -38% | -$135K | 0.16% | 37 |
|
|
2022
Q4 | $348K | Buy |
+1,895
| New | +$348K | 0.3% | 25 |
|