Independent Advisor Alliance’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
3,919
+2,211
| +129% | +$524K | 0.03% | 434 |
|
|
2025
Q1 | $379K | Sell |
1,708
-76,096
| -98% | -$16.9M | 0.01% | 590 |
|
|
2024
Q4 | $18.7M | Buy |
+77,804
| New | +$18.7M | 0.25% | 83 |
|
|
2024
Q3 | – | Sell |
-6,784
| Closed | -$1.48M | – | 755 |
|
|
2024
Q2 | $1.48M | Buy |
6,784
+22
| +0.3% | +$4.8K | 0.05% | 267 |
|
|
2024
Q1 | $1.55M | Sell |
6,762
-4,602
| -40% | -$1.05M | 0.06% | 259 |
|
|
2023
Q4 | $2.29M | Buy |
11,364
+5,685
| +100% | +$1.14M | 0.08% | 194 |
|
|
2023
Q3 | $1.07M | Hold |
5,679
| – | – | 0.05% | 286 |
|
|
2023
Q2 | $1.13M | Buy |
5,679
+1,098
| +24% | +$218K | 0.05% | 285 |
|
|
2023
Q1 | $868K | Sell |
4,581
-16
| -0.3% | -$3.03K | 0.04% | 310 |
|
|
2022
Q4 | $844K | Buy |
+4,597
| New | +$844K | 0.29% | 52 |
|
|
2020
Q1 | – | Sell |
-44,257
| Closed | -$7.33M | – | 812 |
|
|
2019
Q4 | $7.33M | Buy |
+44,257
| New | +$7.33M | 0.32% | 69 |
|
|
2017
Q2 | – | Sell |
-10,885
| Closed | -$1.43M | – | 391 |
|
|
2017
Q1 | $1.43M | Buy |
+10,885
| New | +$1.43M | 0.23% | 130 |
|