SWA
Strategies 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 | $2.22M | Sell |
9,377
-761
| -8% | -$180K | 0.24% | 37 |
|
|
2025
Q1 | $2.25M | Sell |
10,138
-58
| -0.6% | -$12.9K | 0.27% | 36 |
|
|
2024
Q4 | $2.53M | Sell |
10,196
-230
| -2% | -$57.1K | 0.32% | 30 |
|
|
2024
Q3 | $2.47M | Buy |
10,426
+8
| +0.1% | +$1.9K | 0.33% | 31 |
|
|
2024
Q2 | $2.27M | Sell |
10,418
-117
| -1% | -$25.5K | 0.33% | 30 |
|
|
2024
Q1 | $2.41M | Sell |
10,535
-18
| -0.2% | -$4.12K | 0.37% | 31 |
|
|
2023
Q4 | $2.25M | Sell |
10,553
-42
| -0.4% | -$8.96K | 0.38% | 30 |
|
|
2023
Q3 | $2M | Sell |
10,595
-97
| -0.9% | -$18.3K | 0.39% | 32 |
|
|
2023
Q2 | $2.13M | Buy |
10,692
+38
| +0.4% | +$7.56K | 0.43% | 30 |
|
|
2023
Q1 | $2.02M | Sell |
10,654
-190
| -2% | -$36K | 0.44% | 30 |
|
|
2022
Q4 | $1.99M | Buy |
+10,844
| New | +$1.99M | 0.49% | 27 |
|
|
2022
Q2 | $2.25M | Sell |
12,751
-34
| -0.3% | -$5.99K | 0.64% | 25 |
|
|
2022
Q1 | $2.72M | Buy |
12,785
+3,278
| +34% | +$697K | 0.73% | 23 |
|
|
2021
Q4 | $2.15M | Buy |
+9,507
| New | +$2.15M | 0.6% | 29 |
|