AIA
Arcadia Investment 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 | $105K | Buy |
+441
| New | +$105K | 0.05% | 53 |
|
2020
Q4 | – | Sell |
-73
| Closed | -$11.2K | – | 128 |
|
2020
Q3 | $11.2K | Hold |
73
| – | – | 0.01% | 67 |
|
2020
Q2 | $10.6K | Hold |
73
| – | – | 0.01% | 54 |
|
2020
Q1 | $8.43K | Sell |
73
-140
| -66% | -$16.2K | 0.01% | 57 |
|
2019
Q4 | $35.3K | Hold |
213
| – | – | 0.02% | 41 |
|
2019
Q3 | $32.8K | Hold |
213
| – | – | 0.02% | 48 |
|
2019
Q2 | $33.4K | Hold |
213
| – | – | 0.02% | 44 |
|
2019
Q1 | $32.5K | Sell |
213
-44
| -17% | -$6.72K | 0.02% | 46 |
|
2018
Q4 | $33.9K | Buy |
+257
| New | +$33.9K | 0.03% | 43 |
|