SWA
Sax 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 | $3.78M | Sell |
15,962
-2,692
| -14% | -$638K | 0.23% | 66 |
|
|
2025
Q1 | $4.14M | Buy |
18,654
+10,311
| +124% | +$2.29M | 0.3% | 54 |
|
|
2024
Q4 | $2M | Buy |
8,343
+245
| +3% | +$58.9K | 0.16% | 78 |
|
|
2024
Q3 | $1.92M | Buy |
8,098
+1,055
| +15% | +$250K | 0.17% | 63 |
|
|
2024
Q2 | $1.54M | Buy |
7,043
+4,318
| +158% | +$942K | 0.15% | 68 |
|
|
2024
Q1 | $623K | Buy |
2,725
+5
| +0.2% | +$1.14K | 0.07% | 101 |
|
|
2023
Q4 | $580K | Buy |
2,720
+1
| +0% | +$213 | 0.09% | 110 |
|
|
2023
Q3 | $514K | Sell |
2,719
-110
| -4% | -$20.8K | 0.1% | 108 |
|
|
2023
Q2 | $563K | Buy |
2,829
+221
| +8% | +$44K | 0.11% | 103 |
|
|
2023
Q1 | $494K | Buy |
2,608
+51
| +2% | +$9.67K | 0.11% | 111 |
|
|
2022
Q4 | $469K | Buy |
2,557
+1
| +0% | +$184 | 0.11% | 109 |
|
|
2022
Q3 | $437K | Hold |
2,556
| – | – | 0.11% | 107 |
|
|
2022
Q2 | $450K | Hold |
2,556
| – | – | 0.11% | 112 |
|
|
2022
Q1 | $543K | Sell |
2,556
-932
| -27% | -$198K | 0.13% | 101 |
|
|
2021
Q4 | $788K | Buy |
3,488
+499
| +17% | +$113K | 0.16% | 79 |
|
|
2021
Q3 | $654K | Hold |
2,989
| – | – | 0.16% | 86 |
|
|
2021
Q2 | $673K | Sell |
2,989
-90
| -3% | -$20.3K | 0.23% | 81 |
|
|
2021
Q1 | $659K | Buy |
3,079
+75
| +2% | +$16.1K | 0.24% | 76 |
|
|
2020
Q4 | $585K | Buy |
+3,004
| New | +$585K | 0.27% | 72 |
|