TFA
Tobias Financial 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 | $271K | Buy |
1,142
+103
| +10% | +$24.4K | 0.05% | 100 |
|
|
2025
Q1 | $230K | Hold |
1,039
| – | – | 0.04% | 104 |
|
|
2024
Q4 | $250K | Hold |
1,039
| – | – | 0.05% | 96 |
|
|
2024
Q3 | $246K | Buy |
+1,039
| New | +$246K | 0.05% | 94 |
|
|
2020
Q1 | – | Sell |
-93
| Closed | -$15K | – | 279 |
|
|
2019
Q4 | $15K | Buy |
+93
| New | +$15K | 0.01% | 168 |
|