BPFA
Barnes Pettey Financial 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 | – | Sell |
-2,428
| Closed | -$538K | – | 114 |
|
|
2025
Q1 | $538K | Buy |
2,428
+785
| +48% | +$174K | 0.42% | 50 |
|
|
2024
Q4 | $395K | Buy |
1,643
+7
| +0.4% | +$1.68K | 0.3% | 58 |
|
|
2024
Q3 | $388K | Buy |
1,636
+3
| +0.2% | +$712 | 0.31% | 57 |
|
|
2024
Q2 | $356K | Buy |
+1,633
| New | +$356K | 0.31% | 58 |
|
|
2022
Q4 | – | Sell |
-1,302
| Closed | -$223K | – | 105 |
|
|
2022
Q3 | $223K | Buy |
+1,302
| New | +$223K | 0.3% | 80 |
|