UFA
US 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
Q1 | $7.69M | Sell |
34,700
-1,281
| -4% | -$284K | 2.27% | 16 |
|
|
2024
Q4 | $8.65M | Buy |
35,981
+234
| +0.7% | +$56.2K | 2.66% | 14 |
|
|
2024
Q3 | $8.48M | Sell |
35,747
-725
| -2% | -$172K | 2.64% | 15 |
|
|
2024
Q2 | $7.95M | Sell |
36,472
-23,520
| -39% | -$5.13M | 2.67% | 15 |
|
|
2024
Q1 | $13.7M | Buy |
59,992
+558
| +0.9% | +$128K | 4.75% | 4 |
|
|
2023
Q4 | $12.7M | Buy |
59,434
+2,064
| +4% | +$440K | 4.72% | 4 |
|
|
2023
Q3 | $10.8M | Buy |
57,370
+1,538
| +3% | +$291K | 4.51% | 4 |
|
|
2023
Q2 | $11.1M | Buy |
55,832
+866
| +2% | +$172K | 4.72% | 5 |
|
|
2023
Q1 | $10.4M | Buy |
54,966
+1,535
| +3% | +$291K | 4.65% | 6 |
|
|
2022
Q4 | $9.81M | Sell |
53,431
-338
| -0.6% | -$62K | 4.92% | 5 |
|
|
2022
Q3 | $9.19M | Buy |
53,769
+3,011
| +6% | +$515K | 5.15% | 4 |
|
|
2022
Q2 | $8.94M | Buy |
50,758
+1,070
| +2% | +$188K | 5.02% | 4 |
|
|
2022
Q1 | $10.6M | Buy |
49,688
+3,308
| +7% | +$703K | 5.08% | 5 |
|
|
2021
Q4 | $10.5M | Buy |
46,380
+1,714
| +4% | +$387K | 4.77% | 5 |
|
|
2021
Q3 | $9.77M | Buy |
44,666
+141
| +0.3% | +$30.8K | 4.84% | 5 |
|
|
2021
Q2 | $10M | Sell |
44,525
-32,847
| -42% | -$7.4M | 4.89% | 5 |
|
|
2021
Q1 | $16.6M | Sell |
77,372
-3,808
| -5% | -$815K | 4.6% | 4 |
|
|
2020
Q4 | $15.8M | Buy |
+81,180
| New | +$15.8M | 4.77% | 4 |
|
|
2016
Q2 | $3.13M | Hold |
28,033
| – | – | 6.27% | 2 |
|
|
2016
Q1 | $3.13M | Buy |
28,033
+27,516
| +5,322% | +$3.07M | 5.44% | 2 |
|
|
2015
Q4 | $57K | Buy |
517
+207
| +67% | +$22.8K | 0.05% | 129 |
|
|
2015
Q3 | $33K | Buy |
310
+30
| +11% | +$3.19K | 0.05% | 152 |
|
|
2015
Q2 | $34K | Sell |
280
-56
| -17% | -$6.8K | 0.03% | 136 |
|
|
2015
Q1 | $41K | Sell |
336
-730
| -68% | -$89.1K | 0.04% | 127 |
|
|
2014
Q4 | $124K | Buy |
+1,066
| New | +$124K | 0.11% | 68 |
|