UIA
Ulland 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 | $108K | Hold |
455
| – | – | 0.08% | 86 |
|
|
2025
Q1 | $101K | Hold |
455
| – | – | 0.08% | 85 |
|
|
2024
Q4 | $109K | Buy |
455
+20
| +5% | +$4.79K | 0.07% | 75 |
|
|
2024
Q3 | $103K | Buy |
435
+10
| +2% | +$2.37K | 0.08% | 77 |
|
|
2024
Q2 | $93K | Hold |
425
| – | – | 0.06% | 91 |
|
|
2024
Q1 | $97K | Buy |
425
+5
| +1% | +$1.14K | 0.08% | 89 |
|
|
2023
Q4 | $90K | Sell |
420
-43
| -9% | -$9.21K | 0.09% | 83 |
|
|
2023
Q3 | $88K | Buy |
463
+73
| +19% | +$13.9K | 0.1% | 77 |
|
|
2023
Q2 | $78K | Buy |
390
+5
| +1% | +$1K | 0.08% | 88 |
|
|
2023
Q1 | $73K | Hold |
385
| – | – | 0.09% | 79 |
|
|
2022
Q4 | $71K | Buy |
385
+15
| +4% | +$2.77K | 0.08% | 81 |
|
|
2022
Q3 | $63K | Hold |
370
| – | – | 0.07% | 85 |
|
|
2022
Q2 | $65K | Buy |
370
+20
| +6% | +$3.51K | 0.07% | 87 |
|
|
2022
Q1 | $74K | Hold |
350
| – | – | 0.06% | 88 |
|
|
2021
Q4 | $79K | Buy |
+350
| New | +$79K | 0.05% | 90 |
|