PWA
Physician Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
3,911
-1,011
| -21% | -$197K | 0.12% | 79 |
|
|
2025
Q1 | $917K | Sell |
4,922
-479
| -9% | -$89.2K | 0.16% | 70 |
|
|
2024
Q4 | $1.07M | Sell |
5,401
-69
| -1% | -$13.7K | 0.18% | 64 |
|
|
2024
Q3 | $1.11M | Buy |
5,470
+590
| +12% | +$119K | 0.2% | 59 |
|
|
2024
Q2 | $958K | Buy |
4,880
+1
| +0% | +$196 | 0.18% | 68 |
|
|
2024
Q1 | $872K | Sell |
4,879
-9
| -0.2% | -$1.61K | 0.18% | 67 |
|
|
2023
Q4 | $868K | Buy |
4,888
+1
| +0% | +$178 | 0.19% | 63 |
|
|
2023
Q3 | $769K | Sell |
4,887
-3
| -0.1% | -$472 | 0.2% | 63 |
|
|
2023
Q2 | $814K | Buy |
4,890
+16
| +0.3% | +$2.66K | 0.2% | 61 |
|
|
2023
Q1 | $774K | Buy |
4,874
+3
| +0.1% | +$476 | 0.2% | 60 |
|
|
2022
Q4 | $819K | Sell |
4,871
-216
| -4% | -$36.3K | 0.22% | 53 |
|
|
2022
Q3 | $777K | Sell |
5,087
-1
| -0% | -$153 | 0.24% | 58 |
|
|
2022
Q2 | $837K | Sell |
5,088
-130
| -2% | -$21.4K | 0.24% | 57 |
|
|
2022
Q1 | $900K | Hold |
5,218
| – | – | 0.24% | 57 |
|
|
2021
Q4 | $939K | Sell |
5,218
-135
| -3% | -$24.3K | 0.25% | 56 |
|
|
2021
Q3 | $944K | Buy |
5,353
+1
| +0% | +$176 | 0.26% | 54 |
|
|
2021
Q2 | $898K | Sell |
5,352
-38
| -0.7% | -$6.38K | 0.26% | 53 |
|
|
2021
Q1 | $907K | Sell |
5,390
-61
| -1% | -$10.3K | 0.3% | 51 |
|
|
2020
Q4 | $847K | Sell |
5,451
-892
| -14% | -$139K | 0.29% | 51 |
|
|
2020
Q3 | $741K | Hold |
6,343
| – | – | 0.3% | 48 |
|
|
2020
Q2 | $746K | Sell |
6,343
-192
| -3% | -$22.6K | 0.3% | 50 |
|
|
2020
Q1 | $595K | Sell |
6,535
-1,469
| -18% | -$134K | 0.3% | 51 |
|
|
2019
Q4 | $1.1M | Sell |
8,004
-964
| -11% | -$132K | 0.49% | 36 |
|
|
2019
Q3 | $1.21M | Buy |
+8,968
| New | +$1.21M | 0.59% | 33 |
|