UWM
USAdvisors Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
6,153
+43
| +0.7% | +$10.2K | 0.54% | 48 |
|
|
2025
Q1 | $1.36M | Sell |
6,110
-154
| -2% | -$34.2K | 0.47% | 48 |
|
|
2024
Q4 | $1.51M | Sell |
6,264
-178
| -3% | -$42.8K | 0.49% | 49 |
|
|
2024
Q3 | $1.53M | Buy |
6,442
+190
| +3% | +$45K | 0.53% | 48 |
|
|
2024
Q2 | $1.36M | Sell |
6,252
-42
| -0.7% | -$9.16K | 0.48% | 52 |
|
|
2024
Q1 | $1.43M | Sell |
6,294
-110
| -2% | -$25.1K | 0.54% | 52 |
|
|
2023
Q4 | $1.37M | Sell |
6,404
-2,179
| -25% | -$465K | 0.57% | 48 |
|
|
2023
Q3 | $1.62M | Buy |
8,583
+179
| +2% | +$33.8K | 0.72% | 38 |
|
|
2023
Q2 | $1.67M | Buy |
8,404
+731
| +10% | +$146K | 0.79% | 36 |
|
|
2023
Q1 | $1.46M | Sell |
7,673
-222
| -3% | -$42.1K | 0.69% | 37 |
|
|
2022
Q4 | $1.45M | Sell |
7,895
-14,782
| -65% | -$2.71M | 0.7% | 39 |
|
|
2022
Q3 | $3.88M | Buy |
22,677
+584
| +3% | +$99.8K | 1.98% | 19 |
|
|
2022
Q2 | $3.89M | Sell |
22,093
-514
| -2% | -$90.5K | 1.95% | 20 |
|
|
2022
Q1 | $4.8M | Sell |
22,607
-1,737
| -7% | -$369K | 2.05% | 19 |
|
|
2021
Q4 | $5.5M | Buy |
24,344
+8,891
| +58% | +$2.01M | 2.24% | 17 |
|
|
2021
Q3 | $3.38M | Buy |
15,453
+1,561
| +11% | +$341K | 1.46% | 21 |
|
|
2021
Q2 | $3.13M | Buy |
13,892
+362
| +3% | +$81.5K | 1.7% | 19 |
|
|
2021
Q1 | $2.9M | Buy |
13,530
+10,668
| +373% | +$2.28M | 1.4% | 23 |
|
|
2020
Q4 | $568K | Buy |
+2,862
| New | +$568K | 0.27% | 56 |
|
|
2019
Q3 | – | Sell |
-3,784
| Closed | -$593 | – | 63 |
|
|
2019
Q2 | $593 | Buy |
+3,784
| New | +$593 | 0.25% | 25 |
|