TFA
TPG 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 | $1.88M | Sell |
7,948
-37
| -0.5% | -$8.77K | 0.75% | 29 |
|
|
2025
Q1 | $1.77M | Buy |
7,985
+1,521
| +24% | +$337K | 0.78% | 26 |
|
|
2024
Q4 | $1.55M | Buy |
6,464
+3,625
| +128% | +$871K | 0.68% | 26 |
|
|
2024
Q3 | $673K | Buy |
2,839
+204
| +8% | +$48.4K | 0.3% | 36 |
|
|
2024
Q2 | $575K | Buy |
+2,635
| New | +$575K | 0.27% | 41 |
|
|
2023
Q4 | $522K | Buy |
2,484
+35
| +1% | +$7.36K | 0.27% | 41 |
|
|
2023
Q3 | $463K | Sell |
2,449
-858
| -26% | -$162K | 0.24% | 39 |
|
|
2023
Q2 | $658K | Buy |
3,307
+259
| +8% | +$51.5K | 0.34% | 33 |
|
|
2023
Q1 | $578K | Sell |
3,048
-7
| -0.2% | -$1.33K | 0.32% | 30 |
|
|
2022
Q4 | $561K | Buy |
3,055
+926
| +43% | +$170K | 0.34% | 31 |
|
|
2022
Q3 | $364K | Buy |
2,129
+86
| +4% | +$14.7K | 0.22% | 34 |
|
|
2022
Q2 | $360K | Buy |
2,043
+52
| +3% | +$9.16K | 0.24% | 32 |
|
|
2022
Q1 | $423K | Sell |
1,991
-94
| -5% | -$20K | 0.26% | 31 |
|
|
2021
Q4 | $471K | Sell |
2,085
-2,529
| -55% | -$571K | 0.29% | 28 |
|
|
2021
Q3 | $1.01M | Buy |
4,614
+87
| +2% | +$19K | 0.67% | 20 |
|
|
2021
Q2 | $1.02M | Sell |
4,527
-679
| -13% | -$153K | 0.72% | 19 |
|
|
2021
Q1 | $1.12M | Sell |
5,206
-543
| -9% | -$116K | 0.78% | 19 |
|
|
2020
Q4 | $1.12M | Buy |
5,749
+677
| +13% | +$132K | 0.83% | 19 |
|
|
2020
Q3 | $780K | Sell |
5,072
-402
| -7% | -$61.8K | 0.67% | 19 |
|
|
2020
Q2 | $798K | Buy |
5,474
+321
| +6% | +$46.8K | 0.72% | 20 |
|
|
2020
Q1 | $595K | Buy |
5,153
+3,189
| +162% | +$368K | 0.59% | 23 |
|
|
2019
Q4 | $325K | Sell |
1,964
-255
| -11% | -$42.2K | 0.27% | 42 |
|
|
2019
Q3 | $341K | Buy |
2,219
+432
| +24% | +$66.4K | 0.31% | 38 |
|
|
2019
Q2 | $283K | Sell |
1,787
-55
| -3% | -$8.71K | 0.26% | 35 |
|
|
2019
Q1 | $285K | Buy |
1,842
+55
| +3% | +$8.51K | 0.28% | 34 |
|
|
2018
Q4 | $236K | Buy |
+1,787
| New | +$236K | 0.26% | 36 |
|