IA
Insight 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 | $437K | Sell |
1,844
-29
| -2% | -$6.87K | 0.07% | 170 |
|
|
2025
Q1 | $415K | Sell |
1,873
-283
| -13% | -$62.8K | 0.07% | 171 |
|
|
2024
Q4 | $518K | Buy |
2,156
+70
| +3% | +$16.8K | 0.09% | 149 |
|
|
2024
Q3 | $495K | Buy |
2,086
+2
| +0.1% | +$475 | 0.09% | 161 |
|
|
2024
Q2 | $454K | Buy |
2,084
+80
| +4% | +$17.4K | 0.08% | 163 |
|
|
2024
Q1 | $458K | Buy |
2,004
+40
| +2% | +$9.14K | 0.09% | 170 |
|
|
2023
Q4 | $419K | Sell |
1,964
-50
| -2% | -$10.7K | 0.09% | 168 |
|
|
2023
Q3 | $381K | Buy |
2,014
+29
| +1% | +$5.48K | 0.09% | 172 |
|
|
2023
Q2 | $395K | Sell |
1,985
-2
| -0.1% | -$398 | 0.09% | 173 |
|
|
2023
Q1 | $377K | Buy |
1,987
+1
| +0.1% | +$190 | 0.09% | 191 |
|
|
2022
Q4 | $362K | Sell |
1,986
-53
| -3% | -$9.67K | 0.13% | 218 |
|
|
2022
Q3 | $348K | Buy |
2,039
+1
| +0% | +$171 | 0.14% | 190 |
|
|
2022
Q2 | $398K | Buy |
2,038
+67
| +3% | +$13.1K | 0.14% | 190 |
|
|
2022
Q1 | $419K | Buy |
1,971
+5
| +0.3% | +$1.06K | 0.13% | 207 |
|
|
2021
Q4 | $444K | Sell |
1,966
-444
| -18% | -$100K | 0.13% | 190 |
|
|
2021
Q3 | $570K | Sell |
2,410
-134
| -5% | -$31.7K | 0.17% | 151 |
|
|
2021
Q2 | $562K | Sell |
2,544
-60
| -2% | -$13.3K | 0.18% | 152 |
|
|
2021
Q1 | $579K | Sell |
2,604
-144
| -5% | -$32K | 0.18% | 145 |
|
|
2020
Q4 | $535K | Buy |
+2,748
| New | +$535K | 0.2% | 123 |
|