BIA
Bell 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 | $1.55M | Buy |
6,555
+723
| +12% | +$171K | 0.27% | 43 |
|
|
2025
Q1 | $1.29M | Sell |
5,832
-360
| -6% | -$79.8K | 0.24% | 44 |
|
|
2024
Q4 | $1.49M | Buy |
6,192
+232
| +4% | +$55.7K | 0.28% | 40 |
|
|
2024
Q3 | $1.41M | Sell |
5,960
-4
| -0.1% | -$949 | 0.26% | 44 |
|
|
2024
Q2 | $1.3M | Sell |
5,964
-180
| -3% | -$39.2K | 0.26% | 43 |
|
|
2024
Q1 | $1.4M | Sell |
6,144
-87
| -1% | -$19.9K | 0.27% | 41 |
|
|
2023
Q4 | $1.33M | Buy |
6,231
+490
| +9% | +$105K | 0.27% | 43 |
|
|
2023
Q3 | $1.09M | Buy |
5,741
+8
| +0.1% | +$1.51K | 0.24% | 44 |
|
|
2023
Q2 | $1.14M | Sell |
5,733
-160
| -3% | -$31.8K | 0.25% | 40 |
|
|
2023
Q1 | $1.12M | Sell |
5,893
-13
| -0.2% | -$2.46K | 0.26% | 40 |
|
|
2022
Q4 | $1.08M | Buy |
5,906
+131
| +2% | +$24K | 0.27% | 38 |
|
|
2022
Q3 | $987K | Buy |
5,775
+1,194
| +26% | +$204K | 0.31% | 37 |
|
|
2022
Q2 | $807K | Buy |
+4,581
| New | +$807K | 0.25% | 41 |
|
|
2021
Q4 | $1.35M | Buy |
5,956
+1,260
| +27% | +$285K | 0.37% | 35 |
|
|
2021
Q3 | $1.03M | Buy |
+4,696
| New | +$1.03M | 0.3% | 38 |
|