FA
Fiducient 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 | $8.36M | Sell |
35,153
-29,289
| -45% | -$6.96M | 1.02% | 24 |
|
|
2025
Q1 | $14.3M | Sell |
64,442
-11,551
| -15% | -$2.56M | 1.79% | 13 |
|
|
2024
Q4 | $18.3M | Sell |
75,993
-9,608
| -11% | -$2.31M | 2.25% | 13 |
|
|
2024
Q3 | $20.4M | Sell |
85,601
-2,530
| -3% | -$602K | 2.35% | 11 |
|
|
2024
Q2 | $19.3M | Buy |
88,131
+8,576
| +11% | +$1.88M | 2.66% | 11 |
|
|
2024
Q1 | $18.2M | Sell |
79,555
-6,596
| -8% | -$1.51M | 3.6% | 9 |
|
|
2023
Q4 | $18.4M | Buy |
86,151
+5,231
| +6% | +$1.12M | 3.44% | 11 |
|
|
2023
Q3 | $15.3M | Sell |
80,920
-784
| -1% | -$148K | 0.86% | 15 |
|
|
2023
Q2 | $16.3M | Buy |
81,704
+2,953
| +4% | +$587K | 4.97% | 9 |
|
|
2023
Q1 | $14.9M | Sell |
78,751
-5,852
| -7% | -$1.11M | 4.84% | 9 |
|
|
2022
Q4 | $15.5M | Buy |
84,603
+14,499
| +21% | +$2.66M | 4.57% | 6 |
|
|
2022
Q3 | $12M | Buy |
70,104
+437
| +0.6% | +$74.7K | 5.69% | 5 |
|
|
2022
Q2 | $12.3M | Buy |
69,667
+407
| +0.6% | +$71.7K | 4.61% | 6 |
|
|
2022
Q1 | $14.7M | Buy |
69,260
+409
| +0.6% | +$86.9K | 5.55% | 5 |
|
|
2021
Q4 | $15.6M | Sell |
68,851
-801
| -1% | -$181K | 4.72% | 6 |
|
|
2021
Q3 | $15.2M | Sell |
69,652
-675
| -1% | -$148K | 4.61% | 6 |
|
|
2021
Q2 | $15.8M | Sell |
70,327
-546
| -0.8% | -$123K | 4.91% | 6 |
|
|
2021
Q1 | $15.2M | Sell |
70,873
-34,762
| -33% | -$7.44M | 4.91% | 6 |
|
|
2020
Q4 | $20.6M | Sell |
105,635
-55
| -0.1% | -$10.7K | 7.64% | 4 |
|
|
2020
Q3 | $16.3M | Sell |
105,690
-8,688
| -8% | -$1.34M | 9.15% | 5 |
|
|
2020
Q2 | $16.7M | Buy |
114,378
+3,340
| +3% | +$487K | 10.09% | 5 |
|
|
2020
Q1 | $12.8M | Sell |
111,038
-7,815
| -7% | -$902K | 7.57% | 7 |
|
|
2019
Q4 | $19.7M | Sell |
118,853
-1,392
| -1% | -$231K | 10.74% | 4 |
|
|
2019
Q3 | $18.5M | Sell |
120,245
-471
| -0.4% | -$72.5K | 10.54% | 4 |
|
|
2019
Q2 | $18.9M | Sell |
120,716
-7,449
| -6% | -$1.17M | 11.32% | 4 |
|
|
2019
Q1 | $19.3M | Sell |
128,165
-2,407
| -2% | -$363K | 9.54% | 5 |
|
|
2018
Q4 | $17.2M | Sell |
130,572
-1,052
| -0.8% | -$139K | 9.89% | 4 |
|
|
2018
Q3 | $21.4M | Sell |
131,624
-5,670
| -4% | -$922K | 10.67% | 4 |
|
|
2018
Q2 | $21.4M | Sell |
137,294
-4,610
| -3% | -$718K | 10.83% | 4 |
|
|
2018
Q1 | $20.8M | Buy |
141,904
+9,258
| +7% | +$1.36M | 10.68% | 4 |
|
|
2017
Q4 | $19.6M | Buy |
+132,646
| New | +$19.6M | 12.48% | 4 |
|