FTWA
Fifth Third 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 | $5.91M | Sell |
24,936
-16,419
| -40% | -$3.89M | 0.25% | 68 |
|
|
2025
Q1 | $9.17M | Sell |
41,355
-1,296
| -3% | -$287K | 0.48% | 31 |
|
|
2024
Q4 | $10.2M | Buy |
42,651
+372
| +0.9% | +$89.4K | 0.56% | 29 |
|
|
2024
Q3 | $10M | Buy |
42,279
+10,626
| +34% | +$2.52M | 0.61% | 23 |
|
|
2024
Q2 | $6.9M | Buy |
31,653
+10,693
| +51% | +$2.33M | 0.52% | 26 |
|
|
2024
Q1 | $4.79M | Buy |
20,960
+17,628
| +529% | +$4.03M | 0.75% | 22 |
|
|
2023
Q4 | $711K | Buy |
3,332
+200
| +6% | +$42.7K | 0.23% | 95 |
|
|
2023
Q3 | $592K | Buy |
3,132
+15
| +0.5% | +$2.84K | 0.24% | 94 |
|
|
2023
Q2 | $620K | Buy |
+3,117
| New | +$620K | 0.4% | 73 |
|