Physician Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
2,109
-50
| -2% | -$11.8K | 0.08% | 98 |
|
|
2025
Q1 | $479K | Hold |
2,159
| – | – | 0.08% | 96 |
|
|
2024
Q4 | $519K | Buy |
2,159
+644
| +43% | +$155K | 0.09% | 95 |
|
|
2024
Q3 | $364K | Buy |
+1,515
| New | +$364K | 0.07% | 118 |
|
|
2021
Q4 | – | Sell |
-890
| Closed | -$202K | – | 166 |
|
|
2021
Q3 | $202K | Sell |
890
-229
| -20% | -$52K | 0.06% | 156 |
|
|
2021
Q2 | $245K | Sell |
1,119
-54
| -5% | -$11.8K | 0.07% | 132 |
|
|
2021
Q1 | $256K | Hold |
1,173
| – | – | 0.08% | 125 |
|
|
2020
Q4 | $249K | Sell |
1,173
-306
| -21% | -$65K | 0.08% | 119 |
|
|
2020
Q3 | $236K | Sell |
1,479
-33
| -2% | -$5.27K | 0.09% | 114 |
|
|
2020
Q2 | $240K | Buy |
+1,512
| New | +$240K | 0.1% | 116 |
|
|
2020
Q1 | – | Sell |
-1,210
| Closed | -$202K | – | 127 |
|
|
2019
Q4 | $202K | Buy |
+1,210
| New | +$202K | 0.09% | 114 |
|