VWA
VERITY Wealth 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 | $241K | Hold |
1,015
| – | – | 0.16% | 74 |
|
|
2025
Q1 | $225K | Hold |
1,015
| – | – | 0.17% | 71 |
|
|
2024
Q4 | $244K | Hold |
1,015
| – | – | 0.18% | 67 |
|
|
2024
Q3 | $241K | Hold |
1,015
| – | – | 0.17% | 69 |
|
|
2024
Q2 | $221K | Hold |
1,015
| – | – | 0.17% | 70 |
|
|
2024
Q1 | $232K | Hold |
1,015
| – | – | 0.18% | 71 |
|
|
2023
Q4 | $217K | Buy |
+1,015
| New | +$217K | 0.19% | 68 |
|
|
2023
Q3 | – | Sell |
-1,015
| Closed | -$202K | – | 68 |
|
|
2023
Q2 | $202K | Buy |
+1,015
| New | +$202K | 0.18% | 68 |
|