DSA
Droms Strauss 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 | $929K | Sell |
3,921
-161
| -4% | -$38.2K | 0.29% | 37 |
|
|
2025
Q1 | $905K | Buy |
4,082
+4
| +0.1% | +$887 | 0.31% | 33 |
|
|
2024
Q4 | $980K | Sell |
4,078
-17
| -0.4% | -$4.09K | 0.32% | 34 |
|
|
2024
Q3 | $971K | Buy |
4,095
+12
| +0.3% | +$2.85K | 0.34% | 32 |
|
|
2024
Q2 | $890K | Sell |
4,083
-180
| -4% | -$39.2K | 0.32% | 34 |
|
|
2024
Q1 | $974K | Buy |
4,263
+38
| +0.9% | +$8.68K | 0.36% | 34 |
|
|
2023
Q4 | $901K | Buy |
4,225
+2
| +0% | +$427 | 0.35% | 41 |
|
|
2023
Q3 | $798K | Buy |
4,223
+88
| +2% | +$16.6K | 0.34% | 36 |
|
|
2023
Q2 | $817K | Sell |
4,135
-703
| -15% | -$139K | 0.34% | 36 |
|
|
2023
Q1 | $917K | Sell |
4,838
-175
| -3% | -$33.2K | 0.41% | 35 |
|
|
2022
Q4 | $917K | Buy |
5,013
+694
| +16% | +$127K | 0.42% | 36 |
|
|
2022
Q3 | $737K | Sell |
4,319
-77
| -2% | -$13.1K | 0.37% | 33 |
|
|
2022
Q2 | $775K | Sell |
4,396
-19
| -0.4% | -$3.35K | 0.39% | 28 |
|
|
2022
Q1 | $951K | Sell |
4,415
-529
| -11% | -$114K | 0.48% | 19 |
|
|
2021
Q4 | $1.12M | Buy |
4,944
+2
| +0% | +$453 | 0.5% | 22 |
|
|
2021
Q3 | $1.08M | Buy |
4,942
+193
| +4% | +$42.2K | 0.52% | 20 |
|
|
2021
Q2 | $1.08M | Buy |
4,749
+95
| +2% | +$21.5K | 0.51% | 21 |
|
|
2021
Q1 | $997K | Buy |
4,654
+102
| +2% | +$21.9K | 0.49% | 23 |
|
|
2020
Q4 | $885K | Sell |
4,552
-90
| -2% | -$17.5K | 0.51% | 18 |
|
|
2020
Q3 | $712K | Sell |
4,642
-892
| -16% | -$137K | 0.42% | 26 |
|
|
2020
Q2 | $807K | Sell |
5,534
-2,402
| -30% | -$350K | 0.55% | 20 |
|
|
2020
Q1 | $916K | Sell |
7,936
-761
| -9% | -$87.8K | 0.76% | 18 |
|
|
2019
Q4 | $1.44M | Sell |
8,697
-189
| -2% | -$31.2K | 1.07% | 14 |
|
|
2019
Q3 | $1.37M | Sell |
8,886
-573
| -6% | -$88.3K | 1.1% | 15 |
|
|
2019
Q2 | $1.49M | Sell |
9,459
-351
| -4% | -$55.3K | 1.11% | 15 |
|
|
2019
Q1 | $1.5M | Sell |
9,810
-830
| -8% | -$127K | 1.16% | 15 |
|
|
2018
Q4 | $1.4M | Buy |
+10,640
| New | +$1.4M | 1.3% | 14 |
|