BWA
Bordeaux Wealth 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 | $900K | Sell |
3,799
-81
| -2% | -$19.2K | 0.12% | 63 |
|
|
2025
Q1 | $860K | Buy |
3,880
+88
| +2% | +$19.5K | 0.16% | 61 |
|
|
2024
Q4 | $911K | Sell |
3,792
-148
| -4% | -$35.6K | 0.15% | 62 |
|
|
2024
Q3 | $935K | Buy |
3,940
+148
| +4% | +$35.1K | 0.17% | 57 |
|
|
2024
Q2 | $827K | Buy |
3,792
+401
| +12% | +$87.4K | 0.16% | 59 |
|
|
2024
Q1 | $775K | Buy |
3,391
+162
| +5% | +$37K | 0.26% | 42 |
|
|
2023
Q4 | $689K | Buy |
3,229
+1,035
| +47% | +$221K | 0.23% | 46 |
|
|
2023
Q3 | $415K | Hold |
2,194
| – | – | 0.17% | 60 |
|
|
2023
Q2 | $436K | Sell |
2,194
-64
| -3% | -$12.7K | 0.18% | 61 |
|
|
2023
Q1 | $428K | Buy |
2,258
+192
| +9% | +$36.4K | 0.22% | 63 |
|
|
2022
Q4 | $379K | Buy |
2,066
+104
| +5% | +$19.1K | 0.21% | 63 |
|
|
2022
Q3 | $335K | Sell |
1,962
-7
| -0.4% | -$1.2K | 0.21% | 65 |
|
|
2022
Q2 | $347K | Buy |
+1,969
| New | +$347K | 0.24% | 63 |
|