AAS
Avantax Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.1M | Sell |
333,977
-8,065
| -2% | -$1.91M | 0.43% | 32 |
|
|
2025
Q1 | $75.8M | Buy |
342,042
+29,156
| +9% | +$6.47M | 0.46% | 30 |
|
|
2024
Q4 | $75.2M | Buy |
312,886
+24,694
| +9% | +$5.93M | 0.47% | 30 |
|
|
2024
Q3 | $68.4M | Buy |
288,192
+9,553
| +3% | +$2.27M | 0.45% | 30 |
|
|
2024
Q2 | $60.8M | Buy |
278,639
+24,796
| +10% | +$5.41M | 0.43% | 30 |
|
|
2024
Q1 | $58M | Buy |
253,843
+2,727
| +1% | +$623K | 0.52% | 24 |
|
|
2023
Q4 | $53.6M | Buy |
251,116
+15,099
| +6% | +$3.22M | 0.53% | 25 |
|
|
2023
Q3 | $44.6M | Buy |
236,017
+18,119
| +8% | +$3.43M | 0.5% | 24 |
|
|
2023
Q2 | $43.3M | Sell |
217,898
-1,411
| -0.6% | -$281K | 0.5% | 28 |
|
|
2023
Q1 | $41.6M | Buy |
219,309
+5,659
| +3% | +$1.07M | 0.51% | 25 |
|
|
2022
Q4 | $39.2M | Buy |
213,650
+3,611
| +2% | +$663K | 0.52% | 25 |
|
|
2022
Q3 | $35.9M | Buy |
210,039
+20,952
| +11% | +$3.58M | 0.55% | 23 |
|
|
2022
Q2 | $33.3M | Buy |
189,087
+4,239
| +2% | +$747K | 0.5% | 26 |
|
|
2022
Q1 | $39.3M | Buy |
184,848
+14,569
| +9% | +$3.1M | 0.54% | 26 |
|
|
2021
Q4 | $38.5M | Buy |
170,279
+8,799
| +5% | +$1.99M | 0.58% | 24 |
|
|
2021
Q3 | $35.3M | Buy |
161,480
+5,556
| +4% | +$1.21M | 0.59% | 23 |
|
|
2021
Q2 | $35.1M | Buy |
155,924
+12,960
| +9% | +$2.92M | 0.64% | 22 |
|
|
2021
Q1 | $30.6M | Buy |
142,964
+16,401
| +13% | +$3.51M | 0.66% | 22 |
|
|
2020
Q4 | $24.7M | Sell |
126,563
-115,888
| -48% | -$22.6M | 0.59% | 25 |
|
|
2020
Q3 | $37.3M | Buy |
242,451
+149,086
| +160% | +$22.9M | 0.6% | 30 |
|
|
2020
Q2 | $13.6M | Sell |
93,365
-12,422
| -12% | -$1.81M | 0.39% | 45 |
|
|
2020
Q1 | $12.2M | Sell |
105,787
-3,041
| -3% | -$351K | 0.36% | 42 |
|
|
2019
Q4 | $18M | Buy |
108,828
+68,567
| +170% | +$11.4M | 0.42% | 34 |
|
|
2019
Q3 | $6.2M | Buy |
40,261
+1,770
| +5% | +$272K | 0.25% | 52 |
|
|
2019
Q2 | $6.03M | Buy |
38,491
+1,889
| +5% | +$296K | 0.27% | 46 |
|
|
2019
Q1 | $5.59M | Buy |
36,602
+2,841
| +8% | +$434K | 0.3% | 39 |
|
|
2018
Q4 | $4.46M | Buy |
+33,761
| New | +$4.46M | 0.75% | 32 |
|