JWCA
J.W. Coons 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 | $428K | Buy |
1,807
+480
| +36% | +$114K | 0.1% | 172 |
|
|
2025
Q1 | $294K | Hold |
1,327
| – | – | 0.08% | 193 |
|
|
2024
Q4 | $319K | Sell |
1,327
-813
| -38% | -$195K | 0.08% | 191 |
|
|
2024
Q3 | $508K | Buy |
2,140
+50
| +2% | +$11.9K | 0.13% | 149 |
|
|
2024
Q2 | $456K | Buy |
2,090
+155
| +8% | +$33.8K | 0.11% | 151 |
|
|
2024
Q1 | $442K | Buy |
1,935
+135
| +8% | +$30.9K | 0.1% | 163 |
|
|
2023
Q4 | $384K | Buy |
1,800
+250
| +16% | +$53.3K | 0.1% | 165 |
|
|
2023
Q3 | $293K | Buy |
1,550
+100
| +7% | +$18.9K | 0.08% | 187 |
|
|
2023
Q2 | $288K | Buy |
1,450
+150
| +12% | +$29.8K | 0.08% | 200 |
|
|
2023
Q1 | $247K | Sell |
1,300
-415
| -24% | -$78.7K | 0.07% | 214 |
|
|
2022
Q4 | $315K | Buy |
1,715
+15
| +0.9% | +$2.75K | 0.09% | 183 |
|
|
2022
Q3 | $291K | Hold |
1,700
| – | – | 0.11% | 177 |
|
|
2022
Q2 | $301K | Buy |
1,700
+4
| +0.2% | +$708 | 0.11% | 189 |
|
|
2022
Q1 | $360K | Buy |
+1,696
| New | +$360K | 0.11% | 180 |
|