Sequoia Financial 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 | $6.83M | Sell |
28,807
-5,862
| -17% | -$1.39M | 0.05% | 224 |
|
|
2025
Q1 | $7.69M | Buy |
34,669
+5,513
| +19% | +$1.22M | 0.06% | 221 |
|
|
2024
Q4 | $7.01M | Buy |
29,156
+15,058
| +107% | +$3.62M | 0.07% | 215 |
|
|
2024
Q3 | $3.34M | Buy |
14,098
+2,144
| +18% | +$509K | 0.04% | 275 |
|
|
2024
Q2 | $2.61M | Sell |
11,954
-693
| -5% | -$151K | 0.03% | 276 |
|
|
2024
Q1 | $2.89M | Buy |
12,647
+466
| +4% | +$107K | 0.04% | 272 |
|
|
2023
Q4 | $2.6M | Buy |
12,181
+1,588
| +15% | +$339K | 0.03% | 302 |
|
|
2023
Q3 | $2M | Sell |
10,593
-1,699
| -14% | -$321K | 0.04% | 233 |
|
|
2023
Q2 | $2.44M | Sell |
12,292
-277
| -2% | -$55.1K | 0.04% | 215 |
|
|
2023
Q1 | $2.38M | Sell |
12,569
-97
| -0.8% | -$18.4K | 0.05% | 197 |
|
|
2022
Q4 | $2.32M | Buy |
12,666
+3,169
| +33% | +$582K | 0.06% | 188 |
|
|
2022
Q3 | $1.62M | Sell |
9,497
-1,233
| -11% | -$211K | 0.05% | 171 |
|
|
2022
Q2 | $1.89M | Sell |
10,730
-344
| -3% | -$60.6K | 0.05% | 181 |
|
|
2022
Q1 | $2.35M | Buy |
11,074
+3,374
| +44% | +$717K | 0.06% | 173 |
|
|
2021
Q4 | $1.74M | Buy |
+7,700
| New | +$1.74M | 0.05% | 191 |
|
|
2021
Q3 | – | Sell |
-1,649
| Closed | -$372K | – | 443 |
|
|
2021
Q2 | $372K | Buy |
1,649
+106
| +7% | +$23.9K | 0.01% | 329 |
|
|
2021
Q1 | $330K | Buy |
1,543
+388
| +34% | +$83K | 0.01% | 323 |
|
|
2020
Q4 | $225K | Buy |
+1,155
| New | +$225K | 0.01% | 372 |
|
|
2019
Q4 | – | Sell |
-2,472
| Closed | -$380K | – | 395 |
|
|
2019
Q3 | $380K | Sell |
2,472
-89
| -3% | -$13.7K | 0.03% | 235 |
|
|
2019
Q2 | $401K | Buy |
2,561
+70
| +3% | +$11K | 0.03% | 229 |
|
|
2019
Q1 | $381K | Buy |
2,491
+550
| +28% | +$84.1K | 0.03% | 235 |
|
|
2018
Q4 | $256K | Buy |
+1,941
| New | +$256K | 0.03% | 240 |
|
|
2016
Q2 | – | Sell |
-1,914
| Closed | -$213K | – | 267 |
|
|
2016
Q1 | $213K | Sell |
1,914
-137
| -7% | -$15.2K | 0.07% | 175 |
|
|
2015
Q4 | $227K | Hold |
2,051
| – | – | 0.09% | 151 |
|
|
2015
Q3 | $221K | Sell |
2,051
-32
| -2% | -$3.45K | 0.1% | 150 |
|
|
2015
Q2 | $253K | Buy |
2,083
+32
| +2% | +$3.89K | 0.11% | 153 |
|
|
2015
Q1 | $251K | Buy |
2,051
+264
| +15% | +$32.3K | 0.12% | 152 |
|
|
2014
Q4 | $208K | Buy |
+1,787
| New | +$208K | 0.14% | 148 |
|
|
2014
Q3 | – | Sell |
-1,787
| Closed | -$209K | – | 184 |
|
|
2014
Q2 | $209K | Hold |
1,787
| – | – | 0.16% | 149 |
|
|
2014
Q1 | $202K | Sell |
1,787
-112
| -6% | -$12.7K | 0.17% | 151 |
|
|
2013
Q4 | $209K | Buy |
+1,899
| New | +$209K | 0.17% | 136 |
|