Heritage Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.4K | Hold |
373
| – | – | ﹤0.01% | 257 |
|
|
2025
Q1 | $82.7K | Sell |
373
-415
| -53% | -$92K | ﹤0.01% | 259 |
|
|
2024
Q4 | $189K | Hold |
788
| – | – | 0.01% | 204 |
|
|
2024
Q3 | $187K | Sell |
788
-2
| -0.3% | -$474 | 0.01% | 218 |
|
|
2024
Q2 | $172K | Hold |
790
| – | – | 0.01% | 213 |
|
|
2024
Q1 | $181K | Sell |
790
-3,298
| -81% | -$754K | 0.01% | 222 |
|
|
2023
Q4 | $872K | Buy |
4,088
+2
| +0% | +$427 | 0.04% | 96 |
|
|
2023
Q3 | $773K | Sell |
4,086
-402
| -9% | -$76K | 0.04% | 96 |
|
|
2023
Q2 | $893K | Buy |
4,488
+402
| +10% | +$80K | 0.05% | 89 |
|
|
2023
Q1 | $775K | Sell |
4,086
-30
| -0.7% | -$5.69K | 0.04% | 94 |
|
|
2022
Q4 | $755K | Buy |
4,116
+55
| +1% | +$10.1K | 0.04% | 96 |
|
|
2022
Q3 | $694K | Hold |
4,061
| – | – | 0.05% | 92 |
|
|
2022
Q2 | $715K | Hold |
4,061
| – | – | 0.05% | 95 |
|
|
2022
Q1 | $863K | Sell |
4,061
-500
| -11% | -$106K | 0.05% | 93 |
|
|
2021
Q4 | $1.03M | Hold |
4,561
| – | – | 0.06% | 93 |
|
|
2021
Q3 | $997K | Hold |
4,561
| – | – | 0.06% | 82 |
|
|
2021
Q2 | $1.03M | Buy |
4,561
+2,308
| +102% | +$520K | 0.06% | 80 |
|
|
2021
Q1 | $482K | Hold |
2,253
| – | – | 0.03% | 140 |
|
|
2020
Q4 | $439K | Hold |
2,253
| – | – | 0.03% | 140 |
|
|
2020
Q3 | $347K | Hold |
2,253
| – | – | 0.04% | 113 |
|
|
2020
Q2 | $328K | Hold |
2,253
| – | – | 0.05% | 113 |
|
|
2020
Q1 | $260K | Hold |
2,253
| – | – | 0.05% | 114 |
|
|
2019
Q4 | $373K | Buy |
2,253
+2,165
| +2,460% | +$359K | 0.05% | 125 |
|
|
2019
Q3 | $13K | Sell |
88
-80
| -48% | -$11.8K | ﹤0.01% | 381 |
|
|
2019
Q2 | $26.4K | Buy |
+168
| New | +$26.4K | ﹤0.01% | 312 |
|