SIA
Strategic Investment 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 | $17.2M | Buy |
72,464
+3,906
| +6% | +$926K | 1.67% | 12 |
|
|
2025
Q1 | $15.2M | Buy |
68,558
+1,238
| +2% | +$275K | 1.61% | 18 |
|
|
2024
Q4 | $16.2M | Buy |
67,320
+2,465
| +4% | +$592K | 1.72% | 13 |
|
|
2024
Q3 | $15.4M | Buy |
64,855
+2,690
| +4% | +$638K | 1.69% | 13 |
|
|
2024
Q2 | $13.6M | Buy |
62,165
+2,962
| +5% | +$646K | 1.65% | 14 |
|
|
2024
Q1 | $13.5M | Buy |
59,203
+6,795
| +13% | +$1.55M | 1.74% | 14 |
|
|
2023
Q4 | $11.2M | Buy |
52,408
+3,384
| +7% | +$722K | 1.61% | 15 |
|
|
2023
Q3 | $9.27M | Sell |
49,024
-40,416
| -45% | -$7.64M | 1.53% | 15 |
|
|
2023
Q2 | $17.8M | Buy |
89,440
+49,057
| +121% | +$9.76M | 2.47% | 9 |
|
|
2023
Q1 | $7.66M | Buy |
40,383
+4,480
| +12% | +$849K | 1.38% | 16 |
|
|
2022
Q4 | $6.59M | Sell |
35,903
-666
| -2% | -$122K | 1.37% | 18 |
|
|
2022
Q3 | $6.25M | Buy |
36,569
+782
| +2% | +$134K | 1.41% | 15 |
|
|
2022
Q2 | $6.3M | Buy |
35,787
+5,463
| +18% | +$962K | 1.26% | 19 |
|
|
2022
Q1 | $6.44M | Buy |
30,324
+10,421
| +52% | +$2.21M | 1.22% | 20 |
|
|
2021
Q4 | $4.5M | Buy |
19,903
+2,232
| +13% | +$504K | 0.87% | 29 |
|
|
2021
Q3 | $3.86M | Buy |
17,671
+455
| +3% | +$99.5K | 0.85% | 30 |
|
|
2021
Q2 | $3.88M | Buy |
17,216
+2,092
| +14% | +$471K | 0.89% | 29 |
|
|
2021
Q1 | $3.24M | Buy |
15,124
+934
| +7% | +$200K | 0.84% | 31 |
|
|
2020
Q4 | $2.76M | Buy |
14,190
+1,238
| +10% | +$241K | 0.8% | 34 |
|
|
2020
Q3 | $1.99M | Buy |
12,952
+1,195
| +10% | +$184K | 0.67% | 43 |
|
|
2020
Q2 | $1.71M | Buy |
11,757
+1,203
| +11% | +$175K | 0.65% | 45 |
|
|
2020
Q1 | $1.22M | Buy |
10,554
+923
| +10% | +$107K | 0.56% | 50 |
|
|
2019
Q4 | $1.6M | Buy |
9,631
+1,127
| +13% | +$187K | 0.66% | 41 |
|
|
2019
Q3 | $1.31M | Buy |
8,504
+1,070
| +14% | +$165K | 0.63% | 36 |
|
|
2019
Q2 | $1.17M | Buy |
7,434
+1,364
| +22% | +$214K | 0.64% | 42 |
|
|
2019
Q1 | $928K | Buy |
6,070
+518
| +9% | +$79.2K | 0.64% | 40 |
|
|
2018
Q4 | $733K | Buy |
+5,552
| New | +$733K | 0.66% | 38 |
|