SFA
Souders Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,153
| Closed | -$762K | – | 158 |
|
|
2022
Q4 | $762K | Sell |
4,153
-438
| -10% | -$80.4K | 0.17% | 93 |
|
|
2022
Q3 | $785K | Buy |
4,591
+56
| +1% | +$9.58K | 0.21% | 85 |
|
|
2022
Q2 | $799K | Sell |
4,535
-55
| -1% | -$9.69K | 0.23% | 78 |
|
|
2022
Q1 | $975K | Sell |
4,590
-45
| -1% | -$9.56K | 0.28% | 78 |
|
|
2021
Q4 | $1.05M | Buy |
4,635
+298
| +7% | +$67.4K | 0.3% | 72 |
|
|
2021
Q3 | $948K | Buy |
4,337
+12
| +0.3% | +$2.62K | 0.31% | 70 |
|
|
2021
Q2 | $974K | Buy |
+4,325
| New | +$974K | 0.33% | 71 |
|