BFA
Bragg 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 | $3.09M | Sell |
13,033
-207
| -2% | -$49.1K | 0.11% | 156 |
|
|
2025
Q1 | $2.94M | Sell |
13,240
-162
| -1% | -$35.9K | 0.12% | 150 |
|
|
2024
Q4 | $3.22M | Sell |
13,402
-226
| -2% | -$54.3K | 0.13% | 146 |
|
|
2024
Q3 | $3.23M | Buy |
13,628
+1
| +0% | +$237 | 0.13% | 147 |
|
|
2024
Q2 | $2.97M | Buy |
13,627
+19
| +0.1% | +$4.14K | 0.13% | 145 |
|
|
2024
Q1 | $3.11M | Sell |
13,608
-84
| -0.6% | -$19.2K | 0.14% | 143 |
|
|
2023
Q4 | $2.92M | Sell |
13,692
-174
| -1% | -$37.1K | 0.14% | 141 |
|
|
2023
Q3 | $2.62M | Buy |
13,866
+208
| +2% | +$39.3K | 0.14% | 144 |
|
|
2023
Q2 | $2.72M | Sell |
13,658
-459
| -3% | -$91.3K | 0.15% | 142 |
|
|
2023
Q1 | $2.68M | Sell |
14,117
-220
| -2% | -$41.7K | 0.16% | 142 |
|
|
2022
Q4 | $2.63M | Sell |
14,337
-247
| -2% | -$45.3K | 0.16% | 143 |
|
|
2022
Q3 | $2.49M | Sell |
14,584
-298
| -2% | -$50.9K | 0.17% | 139 |
|
|
2022
Q2 | $2.62M | Sell |
14,882
-1,267
| -8% | -$223K | 0.17% | 136 |
|
|
2022
Q1 | $3.43M | Buy |
16,149
+1,137
| +8% | +$242K | 0.2% | 134 |
|
|
2021
Q4 | $3.28M | Hold |
15,012
| – | – | 0.21% | 128 |
|
|
2021
Q3 | $3.28M | Sell |
15,012
-210
| -1% | -$45.9K | 0.21% | 128 |
|
|
2021
Q2 | $3.43M | Sell |
15,222
-147
| -1% | -$33.1K | 0.22% | 125 |
|
|
2021
Q1 | $3.29M | Sell |
15,369
-139
| -0.9% | -$29.8K | 0.22% | 124 |
|
|
2020
Q4 | $3.02M | Sell |
15,508
-95
| -0.6% | -$18.5K | 0.26% | 114 |
|
|
2020
Q3 | $2.4M | Sell |
15,603
-104
| -0.7% | -$16K | 0.25% | 113 |
|
|
2020
Q2 | $2.29M | Buy |
15,707
+263
| +2% | +$38.3K | 0.25% | 110 |
|
|
2020
Q1 | $1.78M | Sell |
15,444
-461
| -3% | -$53.2K | 0.24% | 122 |
|
|
2019
Q4 | $2.64M | Buy |
15,905
+210
| +1% | +$34.8K | 0.3% | 113 |
|
|
2019
Q3 | $2.42M | Buy |
15,695
+129
| +0.8% | +$19.8K | 0.29% | 111 |
|
|
2019
Q2 | $2.44M | Sell |
15,566
-75
| -0.5% | -$11.8K | 0.3% | 112 |
|
|
2019
Q1 | $2.39M | Sell |
15,641
-25
| -0.2% | -$3.82K | 0.31% | 105 |
|
|
2018
Q4 | $2.07M | Buy |
15,666
+243
| +2% | +$32.1K | 0.31% | 106 |
|
|
2018
Q3 | $2.51M | Sell |
15,423
-31
| -0.2% | -$5.04K | 0.34% | 104 |
|
|
2018
Q2 | $2.41M | Buy |
15,454
+68
| +0.4% | +$10.6K | 0.34% | 107 |
|
|
2018
Q1 | $2.26M | Buy |
15,386
+160
| +1% | +$23.5K | 0.33% | 110 |
|
|
2017
Q4 | $2.25M | Buy |
15,226
+150
| +1% | +$22.2K | 0.32% | 112 |
|
|
2017
Q3 | $2.13M | Buy |
15,076
+148
| +1% | +$20.9K | 0.33% | 113 |
|
|
2017
Q2 | $2.02M | Sell |
14,928
-41
| -0.3% | -$5.56K | 0.32% | 117 |
|
|
2017
Q1 | $2M | Buy |
14,969
+172
| +1% | +$22.9K | 0.32% | 117 |
|
|
2016
Q4 | $1.91M | Buy |
14,797
+205
| +1% | +$26.4K | 0.31% | 121 |
|
|
2016
Q3 | $1.78M | Buy |
14,592
+654
| +5% | +$79.9K | 0.32% | 118 |
|
|
2016
Q2 | $1.61M | Sell |
13,938
-280
| -2% | -$32.4K | 0.29% | 123 |
|
|
2016
Q1 | $1.59M | Buy |
14,218
+108
| +0.8% | +$12K | 0.3% | 123 |
|
|
2015
Q4 | $1.56M | Buy |
14,110
+546
| +4% | +$60.4K | 0.33% | 104 |
|
|
2015
Q3 | $1.46M | Buy |
13,564
+416
| +3% | +$44.9K | 0.35% | 103 |
|
|
2015
Q2 | $1.6M | Buy |
13,148
+77
| +0.6% | +$9.35K | 0.37% | 104 |
|
|
2015
Q1 | $1.6M | Buy |
13,071
+93
| +0.7% | +$11.4K | 0.37% | 104 |
|
|
2014
Q4 | $1.51M | Buy |
12,978
+350
| +3% | +$40.8K | 0.37% | 102 |
|
|
2014
Q3 | $1.4M | Buy |
12,628
+35
| +0.3% | +$3.87K | 0.35% | 105 |
|
|
2014
Q2 | $1.48M | Sell |
12,593
-415
| -3% | -$48.6K | 0.35% | 104 |
|
|
2014
Q1 | $1.47M | Sell |
13,008
-45
| -0.3% | -$5.08K | 0.36% | 104 |
|
|
2013
Q4 | $1.44M | Sell |
13,053
-180
| -1% | -$19.8K | 0.35% | 109 |
|
|
2013
Q3 | $1.36M | Sell |
13,233
-731
| -5% | -$74.9K | 0.35% | 109 |
|
|
2013
Q2 | $1.31M | Buy |
+13,964
| New | +$1.31M | 0.36% | 109 |
|