AWA
Alta 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 | $419K | Buy |
1,766
+86
| +5% | +$20.4K | 0.2% | 75 |
|
|
2025
Q1 | $373K | Buy |
1,680
+2
| +0.1% | +$444 | 0.17% | 97 |
|
|
2024
Q4 | $403K | Sell |
1,678
-23
| -1% | -$5.53K | 0.18% | 101 |
|
|
2024
Q3 | $404K | Buy |
1,701
+250
| +17% | +$59.3K | 0.18% | 93 |
|
|
2024
Q2 | $316K | Sell |
1,451
-36
| -2% | -$7.85K | 0.16% | 105 |
|
|
2024
Q1 | $340K | Sell |
1,487
-35
| -2% | -$8K | 0.17% | 100 |
|
|
2023
Q4 | $325K | Sell |
1,522
-4,395
| -74% | -$938K | 0.18% | 101 |
|
|
2023
Q3 | $1.12M | Sell |
5,917
-103
| -2% | -$19.5K | 0.69% | 42 |
|
|
2023
Q2 | $1.2M | Buy |
6,020
+12
| +0.2% | +$2.39K | 0.7% | 39 |
|
|
2023
Q1 | $1.14M | Buy |
6,008
+74
| +1% | +$14K | 0.72% | 34 |
|
|
2022
Q4 | $1.09M | Sell |
5,934
-22
| -0.4% | -$4.04K | 0.74% | 33 |
|
|
2022
Q3 | $1.02M | Sell |
5,956
-165
| -3% | -$28.2K | 0.73% | 34 |
|
|
2022
Q2 | $1.08M | Buy |
6,121
+228
| +4% | +$40.2K | 0.75% | 34 |
|
|
2022
Q1 | $1.25M | Sell |
5,893
-71
| -1% | -$15.1K | 0.74% | 36 |
|
|
2021
Q4 | $1.35M | Buy |
5,964
+11
| +0.2% | +$2.49K | 0.83% | 31 |
|
|
2021
Q3 | $1.3M | Buy |
5,953
+59
| +1% | +$12.9K | 0.95% | 26 |
|
|
2021
Q2 | $1.33M | Buy |
5,894
+48
| +0.8% | +$10.8K | 0.97% | 25 |
|
|
2021
Q1 | $1.25M | Buy |
5,846
+301
| +5% | +$64.4K | 1.05% | 23 |
|
|
2020
Q4 | $1.08M | Buy |
+5,545
| New | +$1.08M | 0.91% | 29 |
|