BSSFA
Baron Silver Stevens 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 | $5.14M | Buy |
21,703
+1,183
| +6% | +$280K | 0.82% | 25 |
|
|
2025
Q1 | $4.55M | Buy |
20,520
+1,083
| +6% | +$240K | 0.8% | 26 |
|
|
2024
Q4 | $4.67M | Buy |
19,437
+54
| +0.3% | +$13K | 0.79% | 26 |
|
|
2024
Q3 | $4.6M | Buy |
19,383
+626
| +3% | +$148K | 0.8% | 26 |
|
|
2024
Q2 | $4.09M | Buy |
18,757
+52
| +0.3% | +$11.3K | 0.78% | 25 |
|
|
2024
Q1 | $4.28M | Buy |
18,705
+689
| +4% | +$158K | 0.83% | 25 |
|
|
2023
Q4 | $3.84M | Buy |
18,016
+3,026
| +20% | +$646K | 0.81% | 25 |
|
|
2023
Q3 | $2.83M | Sell |
14,990
-391
| -3% | -$73.9K | 0.64% | 27 |
|
|
2023
Q2 | $3.06M | Buy |
15,381
+3,269
| +27% | +$650K | 0.67% | 26 |
|
|
2023
Q1 | $2.3M | Sell |
12,112
-3,360
| -22% | -$637K | 0.6% | 26 |
|
|
2022
Q4 | $2.84M | Sell |
15,472
-623
| -4% | -$114K | 0.7% | 26 |
|
|
2022
Q3 | $11.7K | Buy |
16,095
+767
| +5% | +$555 | 3.17% | 12 |
|
|
2022
Q2 | $2.7M | Sell |
15,328
-2,844
| -16% | -$501K | 0.7% | 26 |
|
|
2022
Q1 | $3.86M | Buy |
18,172
+4,756
| +35% | +$1.01M | 0.91% | 22 |
|
|
2021
Q4 | $3.03M | Buy |
13,416
+850
| +7% | +$192K | 0.72% | 23 |
|
|
2021
Q3 | $2.75M | Buy |
12,566
+350
| +3% | +$76.5K | 0.73% | 23 |
|
|
2021
Q2 | $2.75M | Buy |
+12,216
| New | +$2.75M | 0.75% | 24 |
|
|
2021
Q1 | – | Sell |
-9,280
| Closed | -$1.81M | – | 444 |
|
|
2020
Q4 | $1.81M | Buy |
+9,280
| New | +$1.81M | 0.62% | 20 |
|