EA
Evergreen 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 | $210K | Buy |
+886
| New | +$210K | 0.06% | 20 |
|
|
2025
Q1 | – | Sell |
-879
| Closed | -$211K | – | 20 |
|
|
2024
Q4 | $211K | Buy |
879
+6
| +0.7% | +$1.44K | 0.06% | 20 |
|
|
2024
Q3 | $207K | Buy |
+873
| New | +$207K | 0.06% | 17 |
|
|
2024
Q2 | – | Sell |
-880
| Closed | -$201K | – | 18 |
|
|
2024
Q1 | $201K | Buy |
+880
| New | +$201K | 0.06% | 18 |
|
|
2021
Q4 | – | Sell |
-1,563
| Closed | -$342K | – | 14 |
|
|
2021
Q3 | $342K | Sell |
1,563
-73
| -4% | -$16K | 0.12% | 11 |
|
|
2021
Q2 | $350K | Hold |
1,636
| – | – | 0.15% | 11 |
|
|
2021
Q1 | $350K | Buy |
1,636
+3
| +0.2% | +$642 | 0.13% | 12 |
|
|
2020
Q4 | $318K | Buy |
1,633
+102
| +7% | +$19.9K | 0.13% | 11 |
|
|
2020
Q3 | $236K | Buy |
1,531
+2
| +0.1% | +$308 | 0.11% | 10 |
|
|
2020
Q2 | $223K | Buy |
+1,529
| New | +$223K | 0.11% | 10 |
|
|
2020
Q1 | – | Sell |
-1,855
| Closed | -$307K | – | 21 |
|
|
2019
Q4 | $307K | Buy |
1,855
+10
| +0.5% | +$1.66K | 0.17% | 13 |
|
|
2019
Q3 | $284K | Buy |
1,845
+11
| +0.6% | +$1.69K | 0.17% | 15 |
|
|
2019
Q2 | $287K | Sell |
1,834
-74
| -4% | -$11.6K | 0.18% | 14 |
|
|
2019
Q1 | $292K | Hold |
1,908
| – | – | 0.25% | 12 |
|
|
2018
Q4 | $252K | Buy |
+1,908
| New | +$252K | 0.25% | 12 |
|