Avidian Wealth Enterprises’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
2,522
-3,344
| -57% | -$793K | 0.02% | 292 |
|
|
2025
Q1 | $1.3M | Buy |
5,866
+3,772
| +180% | +$836K | 0.06% | 166 |
|
|
2024
Q4 | $503K | Buy |
2,094
+6
| +0.3% | +$1.44K | 0.02% | 293 |
|
|
2024
Q3 | $495K | Buy |
2,088
+243
| +13% | +$57.6K | 0.02% | 295 |
|
|
2024
Q2 | $402K | Buy |
1,845
+503
| +37% | +$110K | 0.02% | 319 |
|
|
2024
Q1 | $307K | Buy |
1,342
+34
| +3% | +$7.77K | 0.01% | 351 |
|
|
2023
Q4 | $279K | Sell |
1,308
-17
| -1% | -$3.63K | 0.02% | 352 |
|
|
2023
Q3 | $250K | Buy |
+1,325
| New | +$250K | 0.02% | 353 |
|