DFA
DHJJ 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 | $193K | Sell |
814
-210
| -21% | -$49.8K | 0.07% | 175 |
|
|
2025
Q1 | $227K | Sell |
1,024
-123
| -11% | -$27.3K | 0.09% | 149 |
|
|
2024
Q4 | $276K | Sell |
1,147
-8
| -0.7% | -$1.92K | 0.11% | 131 |
|
|
2024
Q3 | $274K | Sell |
1,155
-13
| -1% | -$3.08K | 0.11% | 130 |
|
|
2024
Q2 | $255K | Hold |
1,168
| – | – | 0.11% | 132 |
|
|
2024
Q1 | $267K | Hold |
1,168
| – | – | 0.12% | 120 |
|
|
2023
Q4 | $249K | Sell |
1,168
-171
| -13% | -$36.5K | 0.12% | 122 |
|
|
2023
Q3 | $253K | Hold |
1,339
| – | – | 0.13% | 113 |
|
|
2023
Q2 | $266K | Sell |
1,339
-46
| -3% | -$9.15K | 0.14% | 119 |
|
|
2023
Q1 | $263K | Hold |
1,385
| – | – | 0.14% | 114 |
|
|
2022
Q4 | $254K | Buy |
1,385
+82
| +6% | +$15.1K | 0.15% | 118 |
|
|
2022
Q3 | $223K | Hold |
1,303
| – | – | 0.13% | 118 |
|
|
2022
Q2 | $230K | Buy |
1,303
+330
| +34% | +$58.3K | 0.13% | 120 |
|
|
2022
Q1 | $209K | Buy |
+973
| New | +$209K | 0.1% | 134 |
|
|
2021
Q2 | – | Sell |
-950
| Closed | -$203K | – | 122 |
|
|
2021
Q1 | $203K | Buy |
+950
| New | +$203K | 0.12% | 107 |
|