LFA
LifeGuide Financial 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 | $412K | Sell |
1,739
-68
| -4% | -$16.1K | 0.15% | 37 |
|
|
2025
Q1 | $401K | Buy |
1,807
+1
| +0.1% | +$222 | 0.16% | 32 |
|
|
2024
Q4 | $434K | Hold |
1,806
| – | – | 0.19% | 30 |
|
|
2024
Q3 | $428K | Hold |
1,806
| – | – | 0.18% | 31 |
|
|
2024
Q2 | $394K | Hold |
1,806
| – | – | 0.19% | 32 |
|
|
2024
Q1 | $413K | Sell |
1,806
-497
| -22% | -$114K | 0.21% | 29 |
|
|
2023
Q4 | $491K | Buy |
2,303
+326
| +16% | +$69.5K | 0.26% | 30 |
|
|
2023
Q3 | $374K | Hold |
1,977
| – | – | 0.22% | 30 |
|
|
2023
Q2 | $393K | Hold |
1,977
| – | – | 0.27% | 29 |
|
|
2023
Q1 | $375K | Hold |
1,977
| – | – | 0.3% | 23 |
|
|
2022
Q4 | $363K | Hold |
1,977
| – | – | 0.31% | 22 |
|
|
2022
Q3 | $338K | Hold |
1,977
| – | – | 0.33% | 21 |
|
|
2022
Q2 | $348K | Buy |
1,977
+332
| +20% | +$58.4K | 0.32% | 21 |
|
|
2022
Q1 | $350K | Hold |
1,645
| – | – | 0.27% | 21 |
|
|
2021
Q4 | $372K | Buy |
+1,645
| New | +$372K | 0.28% | 19 |
|