DAS
Diversify Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $659K | Buy |
2,687
+518
| +24% | +$127K | 0.03% | 441 |
|
2025
Q1 | $470K | Buy |
2,169
+230
| +12% | +$49.9K | 0.03% | 368 |
|
2024
Q4 | $462K | Sell |
1,939
-56
| -3% | -$13.3K | 0.03% | 376 |
|
2024
Q3 | $475K | Buy |
1,995
+246
| +14% | +$58.6K | 0.03% | 389 |
|
2024
Q2 | $378K | Buy |
1,749
+302
| +21% | +$65.3K | 0.02% | 437 |
|
2024
Q1 | $328K | Buy |
+1,447
| New | +$328K | 0.02% | 518 |
|