BAG
Bridgewealth Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
11,178
+9,696
| +654% | +$2.3M | 0.67% | 30 |
|
|
2025
Q1 | $329K | Sell |
1,482
-16,386
| -92% | -$3.63M | 0.43% | 44 |
|
|
2024
Q4 | $4.43M | Sell |
17,868
-2,572
| -13% | -$638K | 1.25% | 23 |
|
|
2024
Q3 | $4.85M | Buy |
20,440
+1,707
| +9% | +$405K | 1.76% | 21 |
|
|
2024
Q2 | $4.08M | Buy |
18,733
+319
| +2% | +$69.6K | 1.81% | 21 |
|
|
2024
Q1 | $4.21M | Buy |
18,414
+9,283
| +102% | +$2.12M | 2.06% | 18 |
|
|
2023
Q4 | $1.95M | Buy |
9,131
+1,344
| +17% | +$287K | 1.49% | 18 |
|
|
2023
Q3 | $1.47M | Buy |
7,787
+482
| +7% | +$91.1K | 1.81% | 13 |
|
|
2023
Q2 | $1.45M | Buy |
7,305
+85
| +1% | +$16.9K | 2.36% | 9 |
|
|
2023
Q1 | $1.37M | Buy |
7,220
+1
| +0% | +$190 | 2.52% | 9 |
|
|
2022
Q4 | $1.33M | Buy |
+7,219
| New | +$1.33M | 2.6% | 8 |
|