SWA
Sutton Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.12M | Buy |
5,913
+26
| +0.4% | +$4.92K | 0.55% | 35 |
|
|
2023
Q2 | $1.17M | Sell |
5,887
-730
| -11% | -$145K | 0.57% | 32 |
|
|
2023
Q1 | $1.25M | Sell |
6,617
-437
| -6% | -$82.8K | 0.67% | 29 |
|
|
2022
Q4 | $1.29M | Sell |
7,054
-745
| -10% | -$137K | 0.49% | 37 |
|
|
2022
Q3 | $1.33M | Buy |
7,799
+16
| +0.2% | +$2.74K | 0.54% | 33 |
|
|
2022
Q2 | $1.37M | Buy |
7,783
+38
| +0.5% | +$6.69K | 0.54% | 34 |
|
|
2022
Q1 | $1.65M | Buy |
7,745
+144
| +2% | +$30.6K | 0.57% | 35 |
|
|
2021
Q4 | $1.72M | Buy |
7,601
+869
| +13% | +$196K | 0.57% | 35 |
|
|
2021
Q3 | $1.47M | Buy |
6,732
+270
| +4% | +$59K | 0.54% | 38 |
|
|
2021
Q2 | $1.46M | Buy |
6,462
+1,313
| +26% | +$296K | 0.53% | 39 |
|
|
2021
Q1 | $1.1M | Buy |
5,149
+950
| +23% | +$203K | 0.43% | 42 |
|
|
2020
Q4 | $817K | Buy |
4,199
+32
| +0.8% | +$6.23K | 0.35% | 50 |
|
|
2020
Q3 | $641K | Buy |
4,167
+177
| +4% | +$27.2K | 0.31% | 56 |
|
|
2020
Q2 | $581K | Buy |
3,990
+2,338
| +142% | +$341K | 0.3% | 57 |
|
|
2020
Q1 | $191K | Buy |
+1,652
| New | +$191K | 0.12% | 133 |
|