AC
Apella Capital’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
81,694
+22,109
| +37% | +$5.32M | 0.53% | 43 |
|
|
2025
Q1 | $12.6M | Buy |
59,585
+4,012
| +7% | +$851K | 0.43% | 49 |
|
|
2024
Q4 | $13.4M | Buy |
55,573
+4,258
| +8% | +$1.02M | 0.51% | 43 |
|
|
2024
Q3 | $12M | Buy |
51,315
+8,836
| +21% | +$2.07M | 0.5% | 42 |
|
|
2024
Q2 | $9.18M | Buy |
42,479
+7,974
| +23% | +$1.72M | 0.41% | 46 |
|
|
2024
Q1 | $7.77M | Buy |
34,505
+6,353
| +23% | +$1.43M | 0.39% | 48 |
|
|
2023
Q4 | $5.81M | Buy |
28,152
+4,766
| +20% | +$984K | 0.32% | 59 |
|
|
2023
Q3 | $4.42M | Buy |
23,386
+3,361
| +17% | +$635K | 0.31% | 57 |
|
|
2023
Q2 | $3.98M | Buy |
+20,025
| New | +$3.98M | 0.28% | 58 |
|
|
2022
Q4 | $3.32M | Buy |
18,067
+7,882
| +77% | +$1.45M | 0.3% | 58 |
|
|
2022
Q3 | $1.74M | Buy |
10,185
+1,664
| +20% | +$284K | 0.2% | 70 |
|
|
2022
Q2 | $1.5M | Sell |
8,521
-215
| -2% | -$37.9K | 0.18% | 77 |
|
|
2022
Q1 | $1.86M | Sell |
8,736
-95
| -1% | -$20.2K | 0.26% | 60 |
|
|
2021
Q4 | $2M | Buy |
8,831
+202
| +2% | +$45.7K | 0.25% | 61 |
|
|
2021
Q3 | $1.89M | Buy |
8,629
+225
| +3% | +$49.2K | 0.27% | 70 |
|
|
2021
Q2 | $1.89M | Buy |
8,404
+139
| +2% | +$31.3K | 0.31% | 64 |
|
|
2021
Q1 | $1.77M | Sell |
8,265
-420
| -5% | -$89.9K | 0.56% | 41 |
|
|
2020
Q4 | $1.69M | Buy |
8,685
+519
| +6% | +$101K | 0.59% | 37 |
|
|
2020
Q3 | $1.26M | Buy |
8,166
+1,375
| +20% | +$211K | 0.5% | 49 |
|
|
2020
Q2 | $990K | Buy |
6,791
+528
| +8% | +$77K | 0.46% | 53 |
|
|
2020
Q1 | $723K | Buy |
+6,263
| New | +$723K | 0.42% | 55 |
|