IWA
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Inspirion Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Inspirion Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.8M Buy
95,625
+9,423
+11% +$2.7M 3.3% 9
2026
Q1 		$22.6M Buy
86,202
+19,231
+29% +$5.2M 2.81% 9
2025
Q4 		$17.3M Buy
66,971
+64,792
+2,973% +$16.6M 2.12% 16
2025
Q3 		$517K Sell
2,179
-2,485
-53% -$616K 0.07% 94
2025
Q2 		$1.11M Buy
4,664
+2,481
+114% +$553K 0.15% 62
2025
Q1 		$484K Sell
2,183
-25
-1% -$5.97K 0.07% 94
2024
Q4 		$534K Buy
2,208
+29
+1% +$7.14K 0.07% 91
2024
Q3 		$517K Sell
2,179
-12
-0.5% -$2.73K 0.07% 94
2024
Q2 		$478K Sell
2,191
-44
-2% -$9.66K 0.07% 91
2024
Q1 		$511K Buy
2,235
+584
+35% +$126K 0.08% 88
2023
Q4 		$350K Sell
1,651
-10
-0.6% -$1.93K 0.06% 102
2023
Q3 		$314K Sell
1,661
-28
-2% -$5.58K 0.06% 104
2023
Q2 		$336K Sell
1,689
-53
-3% -$10K 0.06% 99
2023
Q1 		$330K Sell
1,742
-8
-0.5% -$1.55K 0.07% 96
2022
Q4 		$321K Sell
1,750
-47
-3% -$8.71K 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% +$2.1K 0.08% 80
2021
Q4 		$404K Buy
1,787
+3
+0.2% +$682 0.09% 75
2021
Q3 		$390K Sell
1,784
-63
-3% -$14K 0.09% 65
2021
Q2 		$416K Hold
1,847
– – 0.1% 63
2021
Q1 		$395K Sell
1,847
-95
-5% -$20K 0.1% 64
2020
Q4 		$378K Sell
1,942
-11
-0.6% -$1.94K 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% -$2.82K 0.11% 59
2020
Q1 		$230K Sell
1,990
-345
-15% -$51.8K 0.11% 59
2019
Q4 		$387K Buy
2,335
+1
+0% +$159 0.13% 50
2019
Q3 		$359K Sell
2,334
-182
-7% -$28.2K 0.16% 49
2019
Q2 		$394K Sell
2,516
-98
-4% -$15.1K 0.17% 49
2019
Q1 		$399K Sell
2,614
-479
-15% -$71.2K 0.18% 47
2018
Q4 		$408K Sell
3,093
-344
-10% -$50.1K 0.2% 43
2018
Q3 		$559K Sell
3,437
-932
-21% -$151K 0.24% 39
2018
Q2 		$680K Sell
4,369
-902
-17% -$138K 0.32% 30
2018
Q1 		$774K Sell
5,271
-5,847
-53% -$873K 0.38% 31
2017
Q4 		$1.64M Buy
11,118
+393
+4% +$56.8K 0.8% 22
2017
Q3 		$1.52M Buy
10,725
+225
+2% +$30.7K 0.77% 21
2017
Q2 		$1.42M Buy
10,500
+1,419
+16% +$190K 0.77% 21
2017
Q1 		$1.21M Buy
9,081
+2,190
+32% +$290K 0.68% 25
2016
Q4 		$889K Buy
6,891
+400
+6% +$49.6K 0.56% 25
2016
Q3 		$793K Buy
6,491
+356
+6% +$43.1K 0.51% 27
2016
Q2 		$710K Sell
6,135
-48
-0.8% -$5.45K 0.46% 28
2016
Q1 		$689K Buy
6,183
+383
+7% +$39.7K 0.48% 28
2015
Q4 		$642K Buy
5,800
+105
+2% +$11.9K 0.47% 27
2015
Q3 		$615K Buy
5,695
+691
+14% +$80.8K 0.49% 27
2015
Q2 		$608K Buy
5,004
+1,663
+50% +$204K 0.45% 25
2015
Q1 		$409K Buy
3,341
+945
+39% +$112K 0.33% 35
2014
Q4 		$280K Buy
+2,396
New +$273K 0.26% 44

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FMP
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