Independent Advisor Alliance’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $862K | Sell |
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|
2025
Q2 | $929K | Buy |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $18.7M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $1.07M | Hold |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $844K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7.33M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.43M | Buy |
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