PWA
Peterson Wealth 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 | $6.59M | Buy |
27,789
+854
| +3% | +$202K | 1.09% | 17 |
|
|
2025
Q1 | $5.36M | Buy |
26,935
+8,181
| +44% | +$1.63M | 1.04% | 17 |
|
|
2024
Q4 | $4.57M | Buy |
18,754
+818
| +5% | +$199K | 0.82% | 20 |
|
|
2024
Q3 | $4.25M | Buy |
17,936
+107
| +0.6% | +$25.4K | 0.8% | 18 |
|
|
2024
Q2 | $3.89M | Sell |
17,829
-345
| -2% | -$75.2K | 0.82% | 17 |
|
|
2024
Q1 | $4.15M | Sell |
18,174
-68
| -0.4% | -$15.5K | 0.88% | 17 |
|
|
2023
Q4 | $3.89M | Sell |
18,242
-3,133
| -15% | -$668K | 0.92% | 17 |
|
|
2023
Q3 | $4.04M | Buy |
21,375
+1,184
| +6% | +$224K | 1.09% | 15 |
|
|
2023
Q2 | $4.03M | Buy |
20,191
+39
| +0.2% | +$7.79K | 1.07% | 16 |
|
|
2023
Q1 | $3.82M | Buy |
20,152
+721
| +4% | +$137K | 1.05% | 16 |
|
|
2022
Q4 | $3.57M | Buy |
19,431
+2,800
| +17% | +$514K | 1.08% | 16 |
|
|
2022
Q3 | $2.84M | Buy |
16,631
+5,984
| +56% | +$1.02M | 0.95% | 17 |
|
|
2022
Q2 | $1.88M | Buy |
10,647
+987
| +10% | +$174K | 0.62% | 19 |
|
|
2022
Q1 | $2.05M | Sell |
9,660
-128
| -1% | -$27.2K | 0.61% | 20 |
|
|
2021
Q4 | $2.21M | Sell |
9,788
-156
| -2% | -$35.3K | 0.64% | 22 |
|
|
2021
Q3 | $2.18M | Buy |
9,944
+282
| +3% | +$61.7K | 0.72% | 20 |
|
|
2021
Q2 | $2.18M | Buy |
9,662
+641
| +7% | +$144K | 0.77% | 18 |
|
|
2021
Q1 | $1.93M | Sell |
9,021
-47
| -0.5% | -$10.1K | 0.79% | 18 |
|
|
2020
Q4 | $1.77M | Hold |
9,068
| – | – | 0.78% | 18 |
|
|
2020
Q3 | $1.4M | Sell |
9,068
-45
| -0.5% | -$6.92K | 0.71% | 19 |
|
|
2020
Q2 | $1.33M | Buy |
9,113
+3,679
| +68% | +$536K | 0.71% | 19 |
|
|
2020
Q1 | $627K | Buy |
5,434
+3,958
| +268% | +$457K | 0.41% | 24 |
|
|
2019
Q4 | $244K | Buy |
+1,476
| New | +$244K | 0.14% | 38 |
|