EFA
Edge 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 | $470K | Sell |
1,981
-189
| -9% | -$44.8K | 0.25% | 71 |
|
|
2025
Q1 | $481K | Sell |
2,170
-4,063
| -65% | -$901K | 0.3% | 55 |
|
|
2024
Q4 | $1.5M | Sell |
6,233
-9
| -0.1% | -$2.16K | 1.34% | 29 |
|
|
2024
Q3 | $1.48M | Buy |
+6,242
| New | +$1.48M | 1.31% | 31 |
|
|
2024
Q1 | $909K | Buy |
+3,953
| New | +$909K | 0.8% | 38 |
|