IDA
Intelligence Driven Advisers’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
1,031
+71
| +7% | +$16.8K | 0.04% | 102 |
|
|
2025
Q1 | $213K | Sell |
960
-52
| -5% | -$11.5K | 0.04% | 93 |
|
|
2024
Q4 | $243K | Sell |
1,012
-4,506
| -82% | -$1.08M | 0.05% | 89 |
|
|
2024
Q3 | $1.31M | Sell |
5,518
-230
| -4% | -$54.6K | 0.19% | 38 |
|
|
2024
Q2 | $1.25M | Sell |
5,748
-22
| -0.4% | -$4.8K | 0.18% | 37 |
|
|
2024
Q1 | $1.32M | Sell |
5,770
-553
| -9% | -$126K | 0.19% | 33 |
|
|
2023
Q4 | $1.31M | Sell |
6,323
-46,292
| -88% | -$9.61M | 0.21% | 29 |
|
|
2023
Q3 | $9.68M | Sell |
52,615
-9,191
| -15% | -$1.69M | 1.72% | 17 |
|
|
2023
Q2 | $12.1M | Sell |
61,806
-29,572
| -32% | -$5.77M | 2.11% | 15 |
|
|
2023
Q1 | $16.9M | Buy |
91,378
+10,664
| +13% | +$1.97M | 3.04% | 9 |
|
|
2022
Q4 | $15.1M | Sell |
80,714
-1,536
| -2% | -$288K | 2.77% | 10 |
|
|
2022
Q3 | $14.9M | Buy |
82,250
+19,712
| +32% | +$3.56M | 2.98% | 10 |
|
|
2022
Q2 | $11.1M | Sell |
62,538
-4,421
| -7% | -$787K | 2.18% | 16 |
|
|
2022
Q1 | $13.9M | Sell |
66,959
-48,787
| -42% | -$10.1M | 2.54% | 12 |
|
|
2021
Q4 | $23.7M | Buy |
+115,746
| New | +$23.7M | 4.35% | 10 |
|
|
2021
Q3 | – | Sell |
-102,402
| Closed | -$23.1M | – | 84 |
|
|
2021
Q2 | $23.1M | Buy |
102,402
+55,190
| +117% | +$12.4M | 4.48% | 10 |
|
|
2021
Q1 | $10.1M | Buy |
47,212
+592
| +1% | +$127K | 2.27% | 18 |
|
|
2020
Q4 | $9.08M | Sell |
46,620
-85,468
| -65% | -$16.6M | 2.03% | 18 |
|
|
2020
Q3 | $20.3M | Buy |
132,088
+108,096
| +451% | +$16.6M | 4.76% | 7 |
|
|
2020
Q2 | $3.5M | Buy |
23,992
+2,461
| +11% | +$359K | 1.24% | 20 |
|
|
2020
Q1 | $2.49M | Buy |
21,531
+20,150
| +1,459% | +$2.33M | 1.15% | 21 |
|
|
2019
Q4 | $229K | Sell |
1,381
-42
| -3% | -$6.97K | 0.1% | 83 |
|
|
2019
Q3 | $219K | Sell |
1,423
-141
| -9% | -$21.7K | 0.1% | 81 |
|
|
2019
Q2 | $245K | Sell |
1,564
-127
| -8% | -$19.9K | 0.12% | 92 |
|
|
2019
Q1 | $258K | Buy |
+1,691
| New | +$258K | 0.14% | 80 |
|