AP
Atwood & Palmer’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.3K | Hold |
132
| – | – | ﹤0.01% | 276 |
|
2025
Q1 | $29.3K | Hold |
132
| – | – | ﹤0.01% | 263 |
|
2024
Q4 | $31.7K | Buy |
+132
| New | +$31.7K | ﹤0.01% | 252 |
|
2023
Q3 | – | Sell |
-80
| Closed | -$15.9K | – | 433 |
|
2023
Q2 | $15.9K | Hold |
80
| – | – | ﹤0.01% | 290 |
|
2023
Q1 | $15.2K | Hold |
80
| – | – | ﹤0.01% | 283 |
|
2022
Q4 | $14.7K | Hold |
80
| – | – | ﹤0.01% | 303 |
|
2022
Q3 | $14K | Hold |
80
| – | – | ﹤0.01% | 292 |
|
2022
Q2 | $14K | Sell |
80
-70
| -47% | -$12.3K | ﹤0.01% | 312 |
|
2022
Q1 | $32K | Hold |
150
| – | – | ﹤0.01% | 268 |
|
2021
Q4 | $34K | Sell |
150
-150
| -50% | -$34K | ﹤0.01% | 266 |
|
2021
Q3 | $66K | Hold |
300
| – | – | 0.01% | 208 |
|
2021
Q2 | $68K | Hold |
300
| – | – | 0.01% | 208 |
|
2021
Q1 | $64K | Hold |
300
| – | – | 0.01% | 206 |
|
2020
Q4 | $58K | Sell |
300
-260
| -46% | -$50.3K | 0.01% | 205 |
|
2020
Q3 | $86K | Hold |
560
| – | – | 0.01% | 167 |
|
2020
Q2 | $82K | Hold |
560
| – | – | 0.01% | 166 |
|
2020
Q1 | $65K | Hold |
560
| – | – | 0.01% | 168 |
|
2019
Q4 | $93K | Hold |
560
| – | – | 0.01% | 160 |
|
2019
Q3 | $86K | Hold |
560
| – | – | 0.01% | 171 |
|
2019
Q2 | $88K | Hold |
560
| – | – | 0.01% | 158 |
|
2019
Q1 | $86K | Hold |
560
| – | – | 0.01% | 159 |
|
2018
Q4 | $74K | Hold |
560
| – | – | 0.01% | 163 |
|
2018
Q3 | $91K | Hold |
560
| – | – | 0.01% | 161 |
|
2018
Q2 | $87K | Sell |
560
-1,700
| -75% | -$264K | 0.01% | 161 |
|
2018
Q1 | $332K | Buy |
2,260
+560
| +33% | +$82.3K | 0.05% | 101 |
|
2017
Q4 | $251K | Hold |
1,700
| – | – | 0.04% | 115 |
|
2017
Q3 | $240K | Hold |
1,700
| – | – | 0.03% | 117 |
|
2017
Q2 | $230K | Buy |
+1,700
| New | +$230K | 0.04% | 119 |
|
2015
Q1 | – | Sell |
-39
| Closed | -$5K | – | 345 |
|
2014
Q4 | $5K | Sell |
39
-76
| -66% | -$9.74K | ﹤0.01% | 338 |
|
2014
Q3 | $13K | Buy |
+115
| New | +$13K | ﹤0.01% | 286 |
|