AWA
Arbor 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 | $11.9M | Sell |
50,350
-20
| -0% | -$4.74K | 9.68% | 3 |
|
|
2025
Q1 | $11.2M | Buy |
50,370
+952
| +2% | +$211K | 9.96% | 3 |
|
|
2024
Q4 | $11.9M | Buy |
49,418
+2,969
| +6% | +$713K | 10.58% | 3 |
|
|
2024
Q3 | $11M | Buy |
46,449
+1,371
| +3% | +$325K | 9.94% | 3 |
|
|
2024
Q2 | $9.83M | Buy |
45,078
+137
| +0.3% | +$29.9K | 9.7% | 3 |
|
|
2024
Q1 | $10.3M | Buy |
44,941
+144
| +0.3% | +$32.9K | 9.7% | 3 |
|
|
2023
Q4 | $9.56M | Buy |
+44,797
| New | +$9.56M | 9.83% | 3 |
|