AA
Apriem 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 | $2.74M | Buy |
11,560
+5,245
| +83% | +$1.24M | 0.29% | 53 |
|
|
2025
Q1 | $1.4M | Buy |
6,315
+4,790
| +314% | +$1.06M | 0.16% | 73 |
|
|
2024
Q4 | $366K | Buy |
1,525
+422
| +38% | +$101K | 0.04% | 125 |
|
|
2024
Q3 | $262K | Buy |
+1,103
| New | +$262K | 0.03% | 148 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$59K | – | 570 |
|
|
2014
Q2 | $59K | Hold |
500
| – | – | 0.02% | 184 |
|
|
2014
Q1 | $56K | Hold |
500
| – | – | 0.02% | 204 |
|
|
2013
Q4 | $55K | Hold |
500
| – | – | 0.02% | 197 |
|
|
2013
Q3 | $51K | Hold |
500
| – | – | 0.02% | 200 |
|
|
2013
Q2 | $47K | Buy |
+500
| New | +$47K | 0.02% | 197 |
|