SW
SoFi Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65K | Sell |
32
-44
| -58% | -$10.5K | ﹤0.01% | 43 |
|
|
2025
Q1 | $16.9K | Sell |
76
-172,398
| -100% | -$38.4M | ﹤0.01% | 34 |
|
|
2024
Q4 | $41.4M | Buy |
172,474
+7,771
| +5% | +$1.87M | 2.84% | 8 |
|
|
2024
Q3 | $39.1M | Buy |
164,703
+11,959
| +8% | +$2.84M | 2.87% | 8 |
|
|
2024
Q2 | $33.3M | Buy |
152,744
+15,384
| +11% | +$3.35M | 2.79% | 8 |
|
|
2024
Q1 | $31.4M | Buy |
137,360
+10,187
| +8% | +$2.33M | 2.92% | 8 |
|
|
2023
Q4 | $27.1M | Buy |
127,173
+5,623
| +5% | +$1.2M | 2.91% | 8 |
|
|
2023
Q3 | $23M | Buy |
121,550
+6,865
| +6% | +$1.3M | 2.8% | 8 |
|
|
2023
Q2 | $22.8M | Buy |
114,685
+7,118
| +7% | +$1.42M | 2.82% | 8 |
|
|
2023
Q1 | $20.4M | Buy |
107,567
+5,010
| +5% | +$950K | 2.75% | 8 |
|
|
2022
Q4 | $18.8M | Buy |
102,557
+3,913
| +4% | +$718K | 2.83% | 8 |
|
|
2022
Q3 | $16.9M | Buy |
98,644
+4,468
| +5% | +$764K | 2.82% | 8 |
|
|
2022
Q2 | $16.6M | Buy |
94,176
+5,682
| +6% | +$1M | 2.78% | 8 |
|
|
2022
Q1 | $18.8M | Buy |
+88,494
| New | +$18.8M | 2.85% | 8 |
|