PA
Parkside 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 | $11.6M | Buy |
48,795
+6,654
| +16% | +$1.58M | 2.55% | 11 |
|
|
2025
Q1 | $9.34M | Buy |
42,141
+159
| +0.4% | +$35.3K | 2.25% | 13 |
|
|
2024
Q4 | $10.1M | Buy |
41,982
+40
| +0.1% | +$9.61K | 2.38% | 11 |
|
|
2024
Q3 | $9.98M | Sell |
41,942
-168
| -0.4% | -$40K | 2.37% | 11 |
|
|
2024
Q2 | $9.22M | Sell |
42,110
-240
| -0.6% | -$52.5K | 2.35% | 11 |
|
|
2024
Q1 | $9.68M | Buy |
42,350
+2,003
| +5% | +$458K | 2.49% | 11 |
|
|
2023
Q4 | $8.61M | Sell |
40,347
-383
| -0.9% | -$81.7K | 2.38% | 12 |
|
|
2023
Q3 | $7.7M | Sell |
40,730
-529
| -1% | -$100K | 2.39% | 13 |
|
|
2023
Q2 | $8.21M | Sell |
41,259
-390
| -0.9% | -$77.6K | 2.54% | 11 |
|
|
2023
Q1 | $7.9M | Sell |
41,649
-513
| -1% | -$97.2K | 2.61% | 10 |
|
|
2022
Q4 | $7.74M | Buy |
42,162
+1,794
| +4% | +$329K | 2.71% | 11 |
|
|
2022
Q3 | $6.9M | Buy |
40,368
+727
| +2% | +$124K | 2.63% | 13 |
|
|
2022
Q2 | $6.98M | Buy |
39,641
+19,262
| +95% | +$3.39M | 2.52% | 13 |
|
|
2022
Q1 | $4.33M | Sell |
20,379
-724
| -3% | -$154K | 1.37% | 17 |
|
|
2021
Q4 | $4.77M | Buy |
21,103
+776
| +4% | +$175K | 1.45% | 18 |
|
|
2021
Q3 | $4.45M | Sell |
20,327
-34
| -0.2% | -$7.44K | 1.39% | 17 |
|
|
2021
Q2 | $4.59M | Sell |
20,361
-1,202
| -6% | -$271K | 1.46% | 16 |
|
|
2021
Q1 | $4.62M | Buy |
21,563
+825
| +4% | +$177K | 1.59% | 15 |
|
|
2020
Q4 | $4.04M | Buy |
20,738
+285
| +1% | +$55.5K | 1.51% | 16 |
|
|
2020
Q3 | $3.15M | Sell |
20,453
-1,093
| -5% | -$168K | 1.38% | 17 |
|
|
2020
Q2 | $3.14M | Buy |
21,546
+3,306
| +18% | +$482K | 1.46% | 15 |
|
|
2020
Q1 | $2.11M | Buy |
18,240
+16,808
| +1,174% | +$1.94M | 1.14% | 18 |
|
|
2019
Q4 | $237K | Sell |
1,432
-89
| -6% | -$14.7K | 0.11% | 59 |
|
|
2019
Q3 | $234K | Sell |
1,521
-130
| -8% | -$20K | 0.12% | 53 |
|
|
2019
Q2 | $259K | Sell |
1,651
-105
| -6% | -$16.5K | 0.14% | 49 |
|
|
2019
Q1 | $269K | Sell |
1,756
-70
| -4% | -$10.7K | 0.15% | 46 |
|
|
2018
Q4 | $241K | Buy |
+1,826
| New | +$241K | 0.15% | 50 |
|