AF
Apexium Financial’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
3,340
-63
| -2% | -$15K | 0.04% | 146 |
|
|
2025
Q1 | $755K | Buy |
3,403
+249
| +8% | +$55.2K | 0.05% | 145 |
|
|
2024
Q4 | $758K | Buy |
3,154
+350
| +12% | +$84.1K | 0.05% | 128 |
|
|
2024
Q3 | $666K | Sell |
2,804
-151
| -5% | -$35.9K | 0.04% | 120 |
|
|
2024
Q2 | $645K | Sell |
2,955
-100
| -3% | -$21.8K | 0.05% | 118 |
|
|
2024
Q1 | $698K | Buy |
3,055
+166
| +6% | +$37.9K | 0.05% | 115 |
|
|
2023
Q4 | $616K | Buy |
2,889
+152
| +6% | +$32.4K | 0.04% | 161 |
|
|
2023
Q3 | $517K | Hold |
2,737
| – | – | 0.05% | 127 |
|
|
2023
Q2 | $544K | Buy |
+2,737
| New | +$544K | 0.05% | 130 |
|