SWA
Sightline 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 | $1.55M | Buy |
6,534
+24
| +0.4% | +$5.69K | 0.75% | 31 |
|
|
2025
Q1 | $1.44M | Buy |
6,510
+537
| +9% | +$119K | 0.76% | 31 |
|
|
2024
Q4 | $1.44M | Sell |
5,973
-286
| -5% | -$68.7K | 0.77% | 29 |
|
|
2024
Q3 | $1.48M | Buy |
6,259
+18
| +0.3% | +$4.27K | 0.82% | 26 |
|
|
2024
Q2 | $1.36M | Sell |
6,241
-70
| -1% | -$15.3K | 0.85% | 26 |
|
|
2024
Q1 | $1.44M | Buy |
6,311
+1,014
| +19% | +$232K | 0.95% | 23 |
|
|
2023
Q4 | $1.13M | Buy |
5,297
+352
| +7% | +$75.1K | 0.86% | 27 |
|
|
2023
Q3 | $935K | Buy |
4,945
+761
| +18% | +$144K | 0.87% | 26 |
|
|
2023
Q2 | $793K | Hold |
4,184
| – | – | 0.79% | 28 |
|
|
2023
Q1 | $793K | Buy |
4,184
+1,611
| +63% | +$305K | 0.81% | 28 |
|
|
2022
Q4 | $472K | Buy |
+2,573
| New | +$472K | 0.51% | 33 |
|