Financial Advocates Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Financial Advocates Investment Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.35M	Buy	18,361 +4,967	+37%	+$1.18M	0.35%	59
2025 Q1	$2.97M	Sell	13,394 -1,034	-7%	-$229K	0.21%	115
2024 Q4	$3.47M	Buy	14,428 +3,246	+29%	+$780K	0.2%	116
2024 Q3	$2.65M	Sell	11,182 -47	-0.4%	-$11.1K	0.15%	145
2024 Q2	$2.45M	Sell	11,229 -154	-1%	-$33.6K	0.15%	152
2024 Q1	$2.6M	Sell	11,383 -162	-1%	-$37K	0.15%	149
2023 Q4	$2.46M	Buy	11,545 +7,010	+155%	+$1.5M	0.16%	143
2023 Q3	$857K	Buy	4,535 +717	+19%	+$136K	0.06%	298
2023 Q2	$759K	Sell	3,818 -948	-20%	-$189K	0.05%	311
2023 Q1	$903K	Sell	4,766 -3,958	-45%	-$750K	0.06%	303
2022 Q4	$1.6M	Sell	8,724 -5,543	-39%	-$1.02M	0.12%	201
2022 Q3	$1.77M	Buy	14,267 +5,135	+56%	+$638K	0.15%	161
2022 Q2	$1.61M	Sell	9,132 -1,214	-12%	-$214K	0.13%	195
2022 Q1	$2.2M	Buy	10,346 +1,026	+11%	+$218K	0.14%	175
2021 Q4	$2.11M	Sell	9,320 -357	-4%	-$80.7K	0.13%	183
2021 Q3	$2.12M	Buy	9,677 +238	+3%	+$52.1K	0.14%	170
2021 Q2	$2.13M	Sell	9,439 -2,620	-22%	-$590K	0.14%	164
2021 Q1	$2.58M	Sell	12,059 -2,696	-18%	-$577K	0.18%	125
2020 Q4	$2.83M	Buy	14,755 +62	+0.4%	+$11.9K	0.19%	114
2020 Q3	$2.26M	Sell	14,693 -1,846	-11%	-$284K	0.19%	105
2020 Q2	$2.42M	Sell	16,539 -2,280	-12%	-$333K	0.23%	101
2020 Q1	$2.17M	Sell	18,819 -12,264	-39%	-$1.42M	0.31%	80
2019 Q4	$5.15M	Sell	31,083 -1,132	-4%	-$188K	0.55%	36
2019 Q3	$4.96M	Sell	32,215 -7,502	-19%	-$1.15M	0.57%	40
2019 Q2	$6.22M	Buy	39,717 +10,141	+34%	+$1.59M	0.72%	26
2019 Q1	$4.52M	Sell	29,576 -5,922	-17%	-$905K	0.56%	45
2018 Q4	$4.69M	Sell	35,498 -365	-1%	-$48.2K	0.64%	38
2018 Q3	$5.83M	Buy	35,863 +283	+0.8%	+$46K	0.65%	33
2018 Q2	$5.56M	Buy	35,580 +4,558	+15%	+$712K	0.67%	34
2018 Q1	$4.56M	Buy	31,022 +657	+2%	+$96.5K	0.59%	38
2017 Q4	$4.49M	Buy	+30,365	New	+$4.49M	0.61%	35