APP
Avantax Planning Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
1,966
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $436K | Buy |
1,966
+614
| +45% | +$136K | 0.02% | 280 |
|
|
2024
Q4 | $325K | Sell |
1,352
-31
| -2% | -$7.45K | 0.01% | 322 |
|
|
2024
Q3 | $328K | Sell |
1,383
-195
| -12% | -$46.2K | 0.01% | 317 |
|
|
2024
Q2 | $344K | Buy |
1,578
+266
| +20% | +$58K | 0.01% | 339 |
|
|
2024
Q1 | $300K | Sell |
1,312
-36
| -3% | -$8.23K | 0.01% | 360 |
|
|
2023
Q4 | $288K | Buy |
+1,348
| New | +$288K | 0.01% | 301 |
|
|
2023
Q3 | – | Sell |
-1,239
| Closed | -$246K | – | 387 |
|
|
2023
Q2 | $246K | Buy |
1,239
+58
| +5% | +$11.5K | 0.01% | 327 |
|
|
2023
Q1 | $224K | Sell |
1,181
-14
| -1% | -$2.65K | 0.01% | 338 |
|
|
2022
Q4 | $219K | Sell |
1,195
-26
| -2% | -$4.77K | 0.01% | 342 |
|
|
2022
Q3 | $209K | Sell |
1,221
-3
| -0.2% | -$514 | 0.01% | 324 |
|
|
2022
Q2 | $216K | Sell |
1,224
-210
| -15% | -$37.1K | 0.01% | 316 |
|
|
2022
Q1 | $305K | Sell |
1,434
-150
| -9% | -$31.9K | 0.01% | 277 |
|
|
2021
Q4 | $358K | Buy |
1,584
+150
| +10% | +$33.9K | 0.01% | 253 |
|
|
2021
Q3 | $314K | Hold |
1,434
| – | – | 0.01% | 246 |
|
|
2021
Q2 | $323K | Buy |
+1,434
| New | +$323K | 0.02% | 248 |
|
|
2018
Q4 | – | Sell |
-1,995
| Closed | -$324K | – | 1149 |
|
|
2018
Q3 | $324K | Hold |
1,995
| – | – | 0.03% | 188 |
|
|
2018
Q2 | $311K | Hold |
1,995
| – | – | 0.03% | 180 |
|
|
2018
Q1 | $293K | Sell |
1,995
-277
| -12% | -$40.7K | 0.03% | 230 |
|
|
2017
Q4 | $336K | Hold |
2,272
| – | – | 0.03% | 214 |
|
|
2017
Q3 | $321K | Buy |
+2,272
| New | +$321K | 0.03% | 261 |
|