IA
IFG Advisory’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $732K | Buy |
3,091
+20
| +0.7% | +$4.74K | 0.04% | 404 |
|
2025
Q1 | $681K | Buy |
3,071
+44
| +1% | +$9.76K | 0.04% | 377 |
|
2024
Q4 | $727K | Buy |
+3,027
| New | +$727K | 0.04% | 342 |
|
2024
Q3 | – | Sell |
-2,306
| Closed | -$503K | – | 609 |
|
2024
Q2 | $503K | Buy |
+2,306
| New | +$503K | 0.03% | 398 |
|
2024
Q1 | – | Sell |
-1,716
| Closed | -$366K | – | 572 |
|
2023
Q4 | $366K | Buy |
1,716
+52
| +3% | +$11.1K | 0.03% | 430 |
|
2023
Q3 | $315K | Buy |
+1,664
| New | +$315K | 0.03% | 428 |
|
2023
Q2 | – | Sell |
-8,095
| Closed | -$1.53M | – | 493 |
|
2023
Q1 | $1.53M | Buy |
8,095
+224
| +3% | +$42.5K | 0.14% | 171 |
|
2022
Q4 | $1.44M | Sell |
7,871
-17,790
| -69% | -$3.26M | 0.14% | 156 |
|
2022
Q3 | $4.39M | Buy |
25,661
+17,416
| +211% | +$2.98M | 0.4% | 55 |
|
2022
Q2 | $1.45M | Buy |
8,245
+99
| +1% | +$17.4K | 0.15% | 147 |
|
2022
Q1 | $1.73M | Buy |
8,146
+6,499
| +395% | +$1.38M | 0.17% | 144 |
|
2021
Q4 | $372K | Buy |
1,647
+182
| +12% | +$41.1K | 0.04% | 364 |
|
2021
Q3 | $320K | Buy |
1,465
+80
| +6% | +$17.5K | 0.03% | 393 |
|
2021
Q2 | $312K | Buy |
+1,385
| New | +$312K | 0.03% | 380 |
|