Laurel Wealth Advisors (North Carolina)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
31,993
+31,858
| +23,599% | +$134K | ﹤0.01% | 473 |
|
|
2025
Q1 | $29.9K | Buy |
135
+25
| +23% | +$5.54K | ﹤0.01% | 365 |
|
|
2024
Q4 | $26.4K | Hold |
110
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $26.1K | Hold |
110
| – | – | ﹤0.01% | 377 |
|
|
2024
Q2 | $24K | Sell |
110
-100
| -48% | -$21.8K | ﹤0.01% | 361 |
|
|
2024
Q1 | $48K | Hold |
210
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $44.8K | Hold |
210
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $39.7K | Hold |
210
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $41.8K | Hold |
210
| – | – | 0.01% | 303 |
|
|
2023
Q1 | $39.8K | Buy |
210
+100
| +91% | +$19K | 0.01% | 304 |
|
|
2022
Q4 | $20.2K | Hold |
110
| – | – | ﹤0.01% | 330 |
|
|
2022
Q3 | $19K | Buy |
110
+11
| +11% | +$1.9K | ﹤0.01% | 337 |
|
|
2022
Q2 | $17K | Hold |
99
| – | – | ﹤0.01% | 344 |
|
|
2022
Q1 | $21K | Hold |
99
| – | – | ﹤0.01% | 340 |
|
|
2021
Q4 | $22K | Hold |
99
| – | – | ﹤0.01% | 338 |
|
|
2021
Q3 | $22K | Hold |
99
| – | – | ﹤0.01% | 335 |
|
|
2021
Q2 | $22K | Hold |
99
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $21K | Hold |
99
| – | – | 0.01% | 347 |
|
|
2020
Q4 | $19K | Hold |
99
| – | – | ﹤0.01% | 356 |
|
|
2020
Q3 | $15K | Hold |
99
| – | – | ﹤0.01% | 346 |
|
|
2020
Q2 | $14K | Hold |
99
| – | – | ﹤0.01% | 347 |
|
|
2020
Q1 | $11K | Hold |
99
| – | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $16K | Hold |
99
| – | – | 0.01% | 346 |
|
|
2019
Q3 | $15K | Hold |
99
| – | – | 0.01% | 342 |
|
|
2019
Q2 | $16K | Hold |
99
| – | – | 0.01% | 337 |
|
|
2019
Q1 | $15K | Hold |
99
| – | – | 0.01% | 332 |
|
|
2018
Q4 | $13K | Buy |
+99
| New | +$13K | 0.01% | 329 |
|