IAN
Integrated Advisors Network’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
26,119
+5,099
| +24% | +$1.21M | 0.28% | 89 |
|
|
2025
Q1 | $4.66M | Buy |
21,020
+1,579
| +8% | +$350K | 0.24% | 101 |
|
|
2024
Q4 | $4.67M | Sell |
19,441
-3,387
| -15% | -$814K | 0.22% | 114 |
|
|
2024
Q3 | $5.42M | Buy |
22,828
+559
| +3% | +$133K | 0.26% | 95 |
|
|
2024
Q2 | $4.86M | Sell |
22,269
-4,776
| -18% | -$1.04M | 0.25% | 106 |
|
|
2024
Q1 | $6.18M | Buy |
27,045
+4,713
| +21% | +$1.08M | 0.31% | 80 |
|
|
2023
Q4 | $4.76M | Sell |
22,332
-4,271
| -16% | -$911K | 0.27% | 100 |
|
|
2023
Q3 | $5.03M | Sell |
26,603
-124
| -0.5% | -$23.4K | 0.31% | 83 |
|
|
2023
Q2 | $5.32M | Buy |
26,727
+6,513
| +32% | +$1.3M | 0.31% | 85 |
|
|
2023
Q1 | $3.83M | Sell |
20,214
-6,534
| -24% | -$1.24M | 0.23% | 114 |
|
|
2022
Q4 | $4.91M | Buy |
26,748
+7,135
| +36% | +$1.31M | 0.32% | 90 |
|
|
2022
Q3 | $3.35M | Buy |
19,613
+11,142
| +132% | +$1.9M | 0.23% | 115 |
|
|
2022
Q2 | $1.49M | Sell |
8,471
-457
| -5% | -$80.5K | 0.1% | 221 |
|
|
2022
Q1 | $1.9M | Sell |
8,928
-637
| -7% | -$135K | 0.11% | 200 |
|
|
2021
Q4 | $2.16M | Buy |
9,565
+1,577
| +20% | +$356K | 0.13% | 176 |
|
|
2021
Q3 | $1.75M | Sell |
7,988
-61
| -0.8% | -$13.3K | 0.12% | 182 |
|
|
2021
Q2 | $1.81M | Sell |
8,049
-800
| -9% | -$180K | 0.13% | 164 |
|
|
2021
Q1 | $1.89M | Sell |
8,849
-10,358
| -54% | -$2.22M | 0.17% | 145 |
|
|
2020
Q4 | $3.74M | Sell |
19,207
-831
| -4% | -$162K | 0.41% | 62 |
|
|
2020
Q3 | $3.08M | Sell |
20,038
-7,735
| -28% | -$1.19M | 0.39% | 70 |
|
|
2020
Q2 | $4.05M | Buy |
27,773
+1,413
| +5% | +$206K | 0.47% | 46 |
|
|
2020
Q1 | $3.04M | Buy |
26,360
+25,039
| +1,895% | +$2.89M | 0.6% | 43 |
|
|
2019
Q4 | $219K | Buy |
+1,321
| New | +$219K | 0.03% | 383 |
|