IWA
Inspirion Wealth 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 | $1.11M | Buy |
4,664
+2,481
| +114% | +$588K | 0.15% | 62 |
|
|
2025
Q1 | $484K | Sell |
2,183
-25
| -1% | -$5.54K | 0.07% | 94 |
|
|
2024
Q4 | $534K | Buy |
2,208
+29
| +1% | +$7.02K | 0.07% | 91 |
|
|
2024
Q3 | $517K | Sell |
2,179
-12
| -0.5% | -$2.85K | 0.07% | 94 |
|
|
2024
Q2 | $478K | Sell |
2,191
-44
| -2% | -$9.59K | 0.07% | 91 |
|
|
2024
Q1 | $511K | Buy |
2,235
+584
| +35% | +$133K | 0.08% | 88 |
|
|
2023
Q4 | $350K | Sell |
1,651
-10
| -0.6% | -$2.12K | 0.06% | 102 |
|
|
2023
Q3 | $314K | Sell |
1,661
-28
| -2% | -$5.29K | 0.06% | 104 |
|
|
2023
Q2 | $336K | Sell |
1,689
-53
| -3% | -$10.5K | 0.06% | 99 |
|
|
2023
Q1 | $330K | Sell |
1,742
-8
| -0.5% | -$1.52K | 0.07% | 96 |
|
|
2022
Q4 | $321K | Sell |
1,750
-47
| -3% | -$8.63K | 0.07% | 97 |
|
|
2022
Q3 | $307K | Hold |
1,797
| – | – | 0.07% | 92 |
|
|
2022
Q2 | $316K | Hold |
1,797
| – | – | 0.07% | 98 |
|
|
2022
Q1 | $382K | Buy |
1,797
+10
| +0.6% | +$2.13K | 0.08% | 80 |
|
|
2021
Q4 | $404K | Buy |
1,787
+3
| +0.2% | +$678 | 0.09% | 75 |
|
|
2021
Q3 | $390K | Sell |
1,784
-63
| -3% | -$13.8K | 0.09% | 65 |
|
|
2021
Q2 | $416K | Hold |
1,847
| – | – | 0.1% | 63 |
|
|
2021
Q1 | $395K | Sell |
1,847
-95
| -5% | -$20.3K | 0.1% | 64 |
|
|
2020
Q4 | $378K | Sell |
1,942
-11
| -0.6% | -$2.14K | 0.11% | 59 |
|
|
2020
Q3 | $300K | Sell |
1,953
-16
| -0.8% | -$2.46K | 0.1% | 61 |
|
|
2020
Q2 | $287K | Sell |
1,969
-21
| -1% | -$3.06K | 0.11% | 59 |
|
|
2020
Q1 | $230K | Sell |
1,990
-345
| -15% | -$39.9K | 0.11% | 59 |
|
|
2019
Q4 | $387K | Buy |
2,335
+1
| +0% | +$166 | 0.13% | 50 |
|
|
2019
Q3 | $359K | Sell |
2,334
-182
| -7% | -$28K | 0.16% | 49 |
|
|
2019
Q2 | $394K | Sell |
2,516
-98
| -4% | -$15.3K | 0.17% | 49 |
|
|
2019
Q1 | $399K | Sell |
2,614
-479
| -15% | -$73.1K | 0.18% | 47 |
|
|
2018
Q4 | $408K | Sell |
3,093
-344
| -10% | -$45.4K | 0.2% | 43 |
|
|
2018
Q3 | $559K | Sell |
3,437
-932
| -21% | -$152K | 0.24% | 39 |
|
|
2018
Q2 | $680K | Sell |
4,369
-902
| -17% | -$140K | 0.32% | 30 |
|
|
2018
Q1 | $774K | Sell |
5,271
-5,847
| -53% | -$859K | 0.38% | 31 |
|
|
2017
Q4 | $1.64M | Buy |
11,118
+393
| +4% | +$58.1K | 0.8% | 22 |
|
|
2017
Q3 | $1.52M | Buy |
10,725
+225
| +2% | +$31.8K | 0.77% | 21 |
|
|
2017
Q2 | $1.42M | Buy |
10,500
+1,419
| +16% | +$192K | 0.77% | 21 |
|
|
2017
Q1 | $1.21M | Buy |
9,081
+2,190
| +32% | +$292K | 0.68% | 25 |
|
|
2016
Q4 | $889K | Buy |
6,891
+400
| +6% | +$51.6K | 0.56% | 25 |
|
|
2016
Q3 | $793K | Buy |
6,491
+356
| +6% | +$43.5K | 0.51% | 27 |
|
|
2016
Q2 | $710K | Sell |
6,135
-48
| -0.8% | -$5.56K | 0.46% | 28 |
|
|
2016
Q1 | $689K | Buy |
6,183
+383
| +7% | +$42.7K | 0.48% | 28 |
|
|
2015
Q4 | $642K | Buy |
5,800
+105
| +2% | +$11.6K | 0.47% | 27 |
|
|
2015
Q3 | $615K | Buy |
5,695
+691
| +14% | +$74.6K | 0.49% | 27 |
|
|
2015
Q2 | $608K | Buy |
5,004
+1,663
| +50% | +$202K | 0.45% | 25 |
|
|
2015
Q1 | $409K | Buy |
3,341
+945
| +39% | +$116K | 0.33% | 35 |
|
|
2014
Q4 | $280K | Buy |
+2,396
| New | +$280K | 0.26% | 44 |
|