Fortitude Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
1,228
-126
| -9% | -$29.9K | 0.17% | 139 |
|
|
2025
Q1 | $278K | Sell |
1,354
-999
| -42% | -$205K | 0.2% | 123 |
|
|
2024
Q4 | $565K | Buy |
2,353
+108
| +5% | +$26K | 0.34% | 60 |
|
|
2024
Q3 | $533K | Sell |
2,245
-233
| -9% | -$55.3K | 0.34% | 62 |
|
|
2024
Q2 | $540K | Buy |
2,478
+155
| +7% | +$33.8K | 0.32% | 61 |
|
|
2024
Q1 | $531K | Buy |
2,323
+141
| +6% | +$32.2K | 0.3% | 75 |
|
|
2023
Q4 | $465K | Sell |
2,182
-86
| -4% | -$18.3K | 0.28% | 76 |
|
|
2023
Q3 | $429K | Buy |
2,268
+116
| +5% | +$21.9K | 0.29% | 77 |
|
|
2023
Q2 | $428K | Buy |
2,152
+267
| +14% | +$53.1K | 0.31% | 81 |
|
|
2023
Q1 | $357K | Buy |
1,885
+215
| +13% | +$40.8K | 0.28% | 94 |
|
|
2022
Q4 | $307K | Buy |
+1,670
| New | +$307K | 0.26% | 111 |
|
|
2022
Q2 | – | Sell |
-1,573
| Closed | -$334K | – | 1233 |
|
|
2022
Q1 | $334K | Buy |
1,573
+90
| +6% | +$19.1K | 0.18% | 104 |
|
|
2021
Q4 | $335K | Buy |
+1,483
| New | +$335K | 0.17% | 111 |
|