EA
Efficient 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 | $103M | Buy |
434,073
+34,143
| +9% | +$8.09M | 6.13% | 5 |
|
|
2025
Q1 | $88.7M | Buy |
399,930
+8,128
| +2% | +$1.8M | 5.78% | 7 |
|
|
2024
Q4 | $94.1M | Sell |
391,802
-26,024
| -6% | -$6.25M | 6.06% | 6 |
|
|
2024
Q3 | $99.1M | Sell |
417,826
-13,195
| -3% | -$3.13M | 6.22% | 4 |
|
|
2024
Q2 | $94M | Sell |
431,021
-2,368
| -0.5% | -$516K | 6.1% | 4 |
|
|
2024
Q1 | $99.1M | Sell |
433,389
-8,414
| -2% | -$1.92M | 6.36% | 3 |
|
|
2023
Q4 | $94.2M | Sell |
441,803
-20,809
| -4% | -$4.44M | 6.36% | 3 |
|
|
2023
Q3 | $87.5M | Sell |
462,612
-6,682
| -1% | -$1.26M | 5.92% | 5 |
|
|
2023
Q2 | $93.3M | Buy |
469,294
+32,107
| +7% | +$6.39M | 6.1% | 5 |
|
|
2023
Q1 | $82.9M | Buy |
437,187
+12,256
| +3% | +$2.32M | 5.78% | 4 |
|
|
2022
Q4 | $78M | Buy |
424,931
+21,109
| +5% | +$3.87M | 7.93% | 2 |
|
|
2022
Q3 | $69M | Sell |
403,822
-6,879
| -2% | -$1.18M | 6.01% | 4 |
|
|
2022
Q2 | $72.3M | Buy |
410,701
+18,445
| +5% | +$3.25M | 6.04% | 4 |
|
|
2022
Q1 | $83.4M | Sell |
392,256
-2,521
| -0.6% | -$536K | 6.36% | 4 |
|
|
2021
Q4 | $89.2M | Buy |
394,777
+90,300
| +30% | +$20.4M | 6.33% | 5 |
|
|
2021
Q3 | $66.6M | Buy |
304,477
+82,744
| +37% | +$18.1M | 6.37% | 3 |
|
|
2021
Q2 | $50M | Buy |
221,733
+10,385
| +5% | +$2.34M | 6.19% | 4 |
|
|
2021
Q1 | $45.2M | Buy |
211,348
+1,786
| +0.9% | +$382K | 6.2% | 4 |
|
|
2020
Q4 | $40.8M | Buy |
209,562
+11,239
| +6% | +$2.19M | 6.23% | 5 |
|
|
2020
Q3 | $30.5M | Sell |
198,323
-4,834
| -2% | -$743K | 5.6% | 6 |
|
|
2020
Q2 | $29.6M | Buy |
203,157
+9,250
| +5% | +$1.35M | 5.48% | 6 |
|
|
2020
Q1 | $22.4M | Buy |
193,907
+17,745
| +10% | +$2.05M | 4.68% | 8 |
|
|
2019
Q4 | $29.2M | Buy |
176,162
+10,520
| +6% | +$1.74M | 5.08% | 8 |
|
|
2019
Q3 | $25.5M | Buy |
165,642
+5,056
| +3% | +$778K | 4.66% | 8 |
|
|
2019
Q2 | $25.2M | Buy |
160,586
+1,813
| +1% | +$284K | 4.39% | 9 |
|
|
2019
Q1 | $24.3M | Buy |
158,773
+577
| +0.4% | +$88.2K | 4.24% | 10 |
|
|
2018
Q4 | $20.9M | Buy |
158,196
+6,656
| +4% | +$879K | 3.89% | 11 |
|
|
2018
Q3 | $24.6M | Sell |
151,540
-7,734
| -5% | -$1.26M | 4.22% | 10 |
|
|
2018
Q2 | $24.8M | Sell |
159,274
-4,870
| -3% | -$758K | 4.22% | 10 |
|
|
2018
Q1 | $24.1M | Sell |
164,144
-826
| -0.5% | -$121K | 4.07% | 10 |
|
|
2017
Q4 | $24.4M | Sell |
164,970
-1,236
| -0.7% | -$183K | 4.06% | 10 |
|
|
2017
Q3 | $23.5M | Sell |
166,206
-21,500
| -11% | -$3.04M | 4.04% | 10 |
|
|
2017
Q2 | $25.4M | Sell |
187,706
-23,926
| -11% | -$3.24M | 3.74% | 10 |
|
|
2017
Q1 | $28.2M | Sell |
211,632
-7,391
| -3% | -$985K | 3.95% | 10 |
|
|
2016
Q4 | $28.2M | Buy |
219,023
+6,003
| +3% | +$774K | 4.04% | 10 |
|
|
2016
Q3 | $26M | Buy |
213,020
+18,289
| +9% | +$2.23M | 3.83% | 10 |
|
|
2016
Q2 | $22.5M | Buy |
194,731
+30,655
| +19% | +$3.55M | 3.58% | 9 |
|
|
2016
Q1 | $18.3M | Buy |
164,076
+4,644
| +3% | +$518K | 3.29% | 11 |
|
|
2015
Q4 | $17.6M | Buy |
159,432
+1,286
| +0.8% | +$142K | 3.85% | 9 |
|
|
2015
Q3 | $17.1M | Sell |
158,146
-3,049
| -2% | -$329K | 3.82% | 9 |
|
|
2015
Q2 | $19.6M | Sell |
161,195
-2,406
| -1% | -$292K | 4.09% | 10 |
|
|
2015
Q1 | $20.1M | Buy |
163,601
+2,337
| +1% | +$286K | 4.27% | 9 |
|
|
2014
Q4 | $18.8M | Buy |
161,264
+174
| +0.1% | +$20.3K | 4.3% | 10 |
|
|
2014
Q3 | $17.8M | Sell |
161,090
-101
| -0.1% | -$11.2K | 4.12% | 9 |
|
|
2014
Q2 | $18.9M | Sell |
161,191
-6,838
| -4% | -$801K | 4.3% | 9 |
|
|
2014
Q1 | $19M | Buy |
168,029
+1,899
| +1% | +$214K | 4.58% | 8 |
|
|
2013
Q4 | $18.3M | Buy |
166,130
+319
| +0.2% | +$35.1K | 4.42% | 10 |
|
|
2013
Q3 | $17M | Buy |
165,811
+58
| +0% | +$5.94K | 4.36% | 9 |
|
|
2013
Q2 | $15.5M | Buy |
+165,753
| New | +$15.5M | 4.34% | 9 |
|