VA
Valmark Advisers’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74M | Buy |
32,645
+127
| +0.4% | +$30.1K | 0.11% | 88 |
|
|
2025
Q1 | $7.21M | Buy |
32,518
+1,821
| +6% | +$404K | 0.11% | 88 |
|
|
2024
Q4 | $7.38M | Buy |
30,697
+357
| +1% | +$85.8K | 0.11% | 85 |
|
|
2024
Q3 | $7.2M | Buy |
30,340
+1,624
| +6% | +$385K | 0.11% | 84 |
|
|
2024
Q2 | $6.26M | Buy |
28,716
+1,331
| +5% | +$290K | 0.11% | 87 |
|
|
2024
Q1 | $6.26M | Buy |
27,385
+883
| +3% | +$202K | 0.11% | 82 |
|
|
2023
Q4 | $5.65M | Buy |
26,502
+949
| +4% | +$202K | 0.11% | 79 |
|
|
2023
Q3 | $4.83M | Buy |
25,553
+1,120
| +5% | +$212K | 0.1% | 77 |
|
|
2023
Q2 | $4.86M | Buy |
24,433
+854
| +4% | +$170K | 0.1% | 76 |
|
|
2023
Q1 | $4.47M | Buy |
23,579
+2,207
| +10% | +$418K | 0.1% | 77 |
|
|
2022
Q4 | $3.92M | Sell |
21,372
-554
| -3% | -$102K | 0.09% | 81 |
|
|
2022
Q3 | $3.75M | Buy |
21,926
+986
| +5% | +$169K | 0.08% | 74 |
|
|
2022
Q2 | $3.69M | Buy |
20,940
+2,031
| +11% | +$358K | 0.07% | 80 |
|
|
2022
Q1 | $4.02M | Buy |
18,909
+1,356
| +8% | +$288K | 0.07% | 80 |
|
|
2021
Q4 | $3.97M | Sell |
17,553
-1,369
| -7% | -$309K | 0.07% | 77 |
|
|
2021
Q3 | $4.14M | Buy |
18,922
+401
| +2% | +$87.7K | 0.08% | 70 |
|
|
2021
Q2 | $4.17M | Buy |
18,521
+1,286
| +7% | +$290K | 0.08% | 69 |
|
|
2021
Q1 | $3.69M | Sell |
17,235
-6,909
| -29% | -$1.48M | 0.07% | 71 |
|
|
2020
Q4 | $4.7M | Sell |
24,144
-2,030
| -8% | -$395K | 0.1% | 58 |
|
|
2020
Q3 | $4.03M | Buy |
26,174
+12,956
| +98% | +$1.99M | 0.09% | 60 |
|
|
2020
Q2 | $1.93M | Sell |
13,218
-551
| -4% | -$80.3K | 0.05% | 82 |
|
|
2020
Q1 | $1.59M | Buy |
13,769
+682
| +5% | +$78.7K | 0.04% | 76 |
|
|
2019
Q4 | $2.17M | Buy |
13,087
+2,106
| +19% | +$349K | 0.05% | 61 |
|
|
2019
Q3 | $1.69M | Buy |
10,981
+281
| +3% | +$43.2K | 0.04% | 74 |
|
|
2019
Q2 | $1.68M | Buy |
10,700
+1,027
| +11% | +$161K | 0.04% | 70 |
|
|
2019
Q1 | $1.48M | Buy |
9,673
+2,450
| +34% | +$374K | 0.03% | 71 |
|
|
2018
Q4 | $953K | Buy |
7,223
+3
| +0% | +$396 | 0.02% | 91 |
|
|
2018
Q3 | $1.17M | Buy |
7,220
+417
| +6% | +$67.8K | 0.03% | 74 |
|
|
2018
Q2 | $1.06M | Buy |
6,803
+477
| +8% | +$74.3K | 0.02% | 77 |
|
|
2018
Q1 | $929K | Sell |
6,326
-242
| -4% | -$35.5K | 0.02% | 80 |
|
|
2017
Q4 | $971K | Buy |
+6,568
| New | +$971K | 0.02% | 80 |
|