EFA
Evernest 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 | $721K | Buy |
3,044
+36
| +1% | +$8.53K | 0.23% | 90 |
|
|
2025
Q1 | $667K | Hold |
3,008
| – | – | 0.24% | 89 |
|
|
2024
Q4 | $723K | Hold |
3,008
| – | – | 0.19% | 87 |
|
|
2024
Q3 | $714K | Buy |
3,008
+486
| +19% | +$115K | 0.19% | 84 |
|
|
2024
Q2 | $550K | Hold |
2,522
| – | – | 0.25% | 79 |
|
|
2024
Q1 | $533K | Buy |
2,522
+699
| +38% | +$148K | 0.25% | 83 |
|
|
2023
Q4 | $389K | Buy |
+1,823
| New | +$389K | 0.2% | 100 |
|
|
2021
Q4 | $390K | Buy |
+1,823
| New | +$390K | 0.2% | 90 |
|