IFP 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 | $7.42M | Sell |
31,317
-1,468
| -4% | -$348K | 0.21% | 93 |
|
|
2025
Q1 | $7.27M | Buy |
32,785
+4,701
| +17% | +$1.04M | 0.22% | 95 |
|
|
2024
Q4 | $6.75M | Buy |
28,084
+15,180
| +118% | +$3.65M | 0.22% | 92 |
|
|
2024
Q3 | $3.06M | Sell |
12,904
-353
| -3% | -$83.7K | 0.11% | 206 |
|
|
2024
Q2 | $2.89M | Buy |
13,257
+1,022
| +8% | +$223K | 0.11% | 184 |
|
|
2024
Q1 | $2.8M | Sell |
12,235
-724
| -6% | -$165K | 0.12% | 180 |
|
|
2023
Q4 | $2.76M | Sell |
12,959
-2,652
| -17% | -$566K | 0.13% | 166 |
|
|
2023
Q3 | $2.95M | Buy |
15,611
+941
| +6% | +$178K | 0.13% | 151 |
|
|
2023
Q2 | $2.92M | Buy |
14,670
+7
| +0% | +$1.39K | 0.12% | 179 |
|
|
2023
Q1 | $1.79M | Sell |
14,663
-17,682
| -55% | -$2.16M | 0.08% | 252 |
|
|
2022
Q4 | $3.97M | Buy |
32,345
+7,325
| +29% | +$899K | 0.11% | 187 |
|
|
2022
Q3 | $3.08M | Buy |
25,020
+4,483
| +22% | +$552K | 0.08% | 270 |
|
|
2022
Q2 | $2.53M | Hold |
20,537
| – | – | 0.08% | 290 |
|
|
2022
Q1 | $2.53M | Buy |
20,537
+9,933
| +94% | +$1.23M | 0.08% | 290 |
|
|
2021
Q4 | $2.4M | Buy |
10,604
+610
| +6% | +$138K | 0.05% | 215 |
|
|
2021
Q3 | $2.19M | Sell |
9,994
-748
| -7% | -$164K | 0.04% | 228 |
|
|
2021
Q2 | $2.42M | Buy |
10,742
+52
| +0.5% | +$11.7K | 0.05% | 214 |
|
|
2021
Q1 | $2.29M | Buy |
10,690
+1,493
| +16% | +$319K | 0.04% | 201 |
|
|
2020
Q4 | $1.79M | Buy |
9,197
+1,418
| +18% | +$276K | 0.07% | 228 |
|
|
2020
Q3 | $1.2M | Buy |
7,779
+471
| +6% | +$72.5K | 0.07% | 257 |
|
|
2020
Q2 | $1.05M | Buy |
7,308
+265
| +4% | +$37.9K | 0.08% | 250 |
|
|
2020
Q1 | $835K | Buy |
7,043
+2,432
| +53% | +$288K | 0.08% | 244 |
|
|
2019
Q4 | $766K | Sell |
4,611
-1,942
| -30% | -$323K | 0.06% | 335 |
|
|
2019
Q3 | $1.01M | Buy |
+6,553
| New | +$1.01M | 0.07% | 299 |
|
|
2019
Q1 | $743K | Sell |
4,849
-21,391
| -82% | -$3.28M | 0.1% | 211 |
|
|
2018
Q4 | $3.43M | Sell |
26,240
-3,907
| -13% | -$511K | 0.21% | 111 |
|
|
2018
Q3 | $4.9M | Sell |
30,147
-10,469
| -26% | -$1.7M | 0.2% | 113 |
|
|
2018
Q2 | $6.32M | Sell |
40,616
-1,249
| -3% | -$194K | 0.27% | 82 |
|
|
2018
Q1 | $6.19M | Hold |
41,865
| – | – | 0.28% | 76 |
|
|
2017
Q4 | $6.19M | Buy |
41,865
+631
| +2% | +$93.3K | 0.28% | 76 |
|
|
2017
Q3 | $5.83M | Sell |
41,234
-202
| -0.5% | -$28.5K | 0.23% | 91 |
|
|
2017
Q2 | $5.62M | Buy |
41,436
+602
| +1% | +$81.6K | 0.24% | 89 |
|
|
2017
Q1 | $5.44M | Buy |
40,834
+7,525
| +23% | +$1M | 0.24% | 93 |
|
|
2016
Q4 | $4.3M | Buy |
33,309
+8,769
| +36% | +$1.13M | 0.21% | 107 |
|
|
2016
Q3 | $3M | Buy |
24,540
+1,127
| +5% | +$138K | 0.16% | 136 |
|
|
2016
Q2 | $2.71M | Buy |
23,413
+18,564
| +383% | +$2.15M | 0.15% | 141 |
|
|
2016
Q1 | $743K | Sell |
4,849
-20,346
| -81% | -$3.12M | 0.1% | 211 |
|
|
2015
Q4 | $2.79M | Buy |
+25,195
| New | +$2.79M | 0.19% | 115 |
|