AGWCA
Annis Gardner Whiting Capital 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 | $2.1M | Buy |
8,841
+99
| +1% | +$23.5K | 0.73% | 23 |
|
|
2025
Q1 | $1.94M | Buy |
8,742
+882
| +11% | +$196K | 0.82% | 20 |
|
|
2024
Q4 | $1.89M | Buy |
7,860
+428
| +6% | +$103K | 0.53% | 34 |
|
|
2024
Q3 | $1.77M | Sell |
7,432
-24
| -0.3% | -$5.71K | 0.5% | 33 |
|
|
2024
Q2 | $1.63M | Buy |
7,456
+94
| +1% | +$20.6K | 0.46% | 37 |
|
|
2024
Q1 | $1.68M | Sell |
7,362
-435
| -6% | -$99.4K | 0.6% | 20 |
|
|
2023
Q4 | $1.66M | Buy |
7,797
+576
| +8% | +$123K | 0.74% | 18 |
|
|
2023
Q3 | $1.37M | Buy |
+7,221
| New | +$1.37M | 0.73% | 19 |
|