LA
Legacy 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 | – | Sell |
-9,669
| Closed | -$2.14M | – | 383 |
|
|
2025
Q1 | $2.14M | Sell |
9,669
-329
| -3% | -$73K | 0.22% | 84 |
|
|
2024
Q4 | $2.4M | Buy |
9,998
+5,508
| +123% | +$1.32M | 0.23% | 71 |
|
|
2024
Q3 | $1.07M | Hold |
4,490
| – | – | 0.12% | 141 |
|
|
2024
Q2 | $983K | Hold |
4,490
| – | – | 0.12% | 131 |
|
|
2024
Q1 | $1.03M | Hold |
4,490
| – | – | 0.13% | 132 |
|
|
2023
Q4 | $958K | Buy |
+4,490
| New | +$958K | 0.12% | 130 |
|
|
2020
Q1 | – | Sell |
-1,330
| Closed | -$220K | – | 133 |
|
|
2019
Q4 | $220K | Hold |
1,330
| – | – | 0.14% | 124 |
|
|
2019
Q3 | $205K | Hold |
1,330
| – | – | 0.15% | 104 |
|
|
2019
Q2 | $209K | Buy |
+1,330
| New | +$209K | 0.14% | 105 |
|