IA
IFG 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 | $4.91M | Buy |
20,733
+713
| +4% | +$169K | 0.83% | 24 |
|
|
2025
Q1 | $4.44M | Sell |
20,020
-281
| -1% | -$62.3K | 0.86% | 24 |
|
|
2024
Q4 | $4.88M | Buy |
20,301
+493
| +2% | +$118K | 0.97% | 20 |
|
|
2024
Q3 | $4.7M | Buy |
19,808
+390
| +2% | +$92.5K | 1% | 19 |
|
|
2024
Q2 | $4.23M | Hold |
19,418
| – | – | 1% | 18 |
|
|
2024
Q1 | $4.44M | Buy |
19,418
+172
| +0.9% | +$39.3K | 1.15% | 16 |
|
|
2023
Q4 | $4.11M | Buy |
19,246
+37
| +0.2% | +$7.89K | 1.2% | 16 |
|
|
2023
Q3 | $3.63M | Buy |
19,209
+57
| +0.3% | +$10.8K | 1.29% | 16 |
|
|
2023
Q2 | $3.81M | Buy |
19,152
+778
| +4% | +$155K | 1.35% | 16 |
|
|
2023
Q1 | $3.48M | Buy |
18,374
+492
| +3% | +$93.3K | 1.37% | 17 |
|
|
2022
Q4 | $3.28M | Buy |
17,882
+570
| +3% | +$105K | 1.43% | 16 |
|
|
2022
Q3 | $2.96M | Buy |
17,312
+2,363
| +16% | +$404K | 1.5% | 16 |
|
|
2022
Q2 | $2.63M | Buy |
14,949
+844
| +6% | +$149K | 1.33% | 17 |
|
|
2022
Q1 | $3M | Buy |
14,105
+82
| +0.6% | +$17.4K | 1.32% | 16 |
|
|
2021
Q4 | $3.17M | Sell |
14,023
-75
| -0.5% | -$16.9K | 1.34% | 16 |
|
|
2021
Q3 | $3.08M | Buy |
14,098
+153
| +1% | +$33.5K | 1.41% | 16 |
|
|
2021
Q2 | $3.14M | Buy |
13,945
+24
| +0.2% | +$5.41K | 1.5% | 14 |
|
|
2021
Q1 | $2.98M | Sell |
13,921
-150
| -1% | -$32.1K | 1.63% | 14 |
|
|
2020
Q4 | $2.74M | Buy |
14,071
+72
| +0.5% | +$14K | 1.7% | 14 |
|
|
2020
Q3 | $2.15M | Buy |
13,999
+126
| +0.9% | +$19.4K | 1.52% | 14 |
|
|
2020
Q2 | $2.02M | Buy |
13,873
+444
| +3% | +$64.7K | 1.6% | 14 |
|
|
2020
Q1 | $1.55M | Buy |
13,429
+38
| +0.3% | +$4.39K | 1.53% | 14 |
|
|
2019
Q4 | $2.22M | Buy |
13,391
+86
| +0.6% | +$14.2K | 1.83% | 14 |
|
|
2019
Q3 | $2.05M | Buy |
+13,305
| New | +$2.05M | 1.91% | 12 |
|