BRIA
Balanced Rock 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 | $546K | Sell |
2,303
-1,745
| -43% | -$414K | 0.43% | 50 |
|
|
2025
Q1 | $898K | Buy |
4,048
+130
| +3% | +$28.8K | 0.72% | 33 |
|
|
2024
Q4 | $941K | Sell |
3,918
-157
| -4% | -$37.7K | 0.75% | 32 |
|
|
2024
Q3 | $967K | Sell |
4,075
-14
| -0.3% | -$3.32K | 0.76% | 32 |
|
|
2024
Q2 | $891K | Buy |
4,089
+267
| +7% | +$58.2K | 0.75% | 32 |
|
|
2024
Q1 | $874K | Buy |
3,822
+921
| +32% | +$211K | 0.75% | 32 |
|
|
2023
Q4 | $619K | Buy |
+2,901
| New | +$619K | 0.55% | 45 |
|