EWA
Etesian Wealth 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 | $543K | Sell |
2,290
-103
| -4% | -$24.4K | 0.2% | 92 |
|
|
2025
Q1 | $531K | Sell |
2,393
-117
| -5% | -$25.9K | 0.23% | 87 |
|
|
2024
Q4 | $603K | Sell |
2,510
-259
| -9% | -$62.2K | 0.27% | 85 |
|
|
2024
Q3 | $657K | Sell |
2,769
-929
| -25% | -$220K | 0.3% | 86 |
|
|
2024
Q2 | $806K | Sell |
3,698
-186
| -5% | -$40.6K | 0.45% | 65 |
|
|
2024
Q1 | $888K | Sell |
3,884
-35
| -0.9% | -$8K | 0.51% | 63 |
|
|
2023
Q4 | $845K | Buy |
3,919
+12
| +0.3% | +$2.59K | 0.51% | 64 |
|
|
2023
Q3 | $739K | Sell |
3,907
-3
| -0.1% | -$567 | 0.5% | 65 |
|
|
2023
Q2 | $778K | Buy |
3,910
+36
| +0.9% | +$7.16K | 0.51% | 65 |
|
|
2023
Q1 | $734K | Sell |
3,874
-34
| -0.9% | -$6.45K | 0.49% | 67 |
|
|
2022
Q4 | $717K | Buy |
+3,908
| New | +$717K | 0.52% | 65 |
|