VWA
Visionary 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 | $8.15M | Buy |
34,410
+4,343
| +14% | +$1.03M | 0.42% | 68 |
|
|
2025
Q1 | $6.67M | Buy |
30,067
+4,844
| +19% | +$1.07M | 0.4% | 74 |
|
|
2024
Q4 | $6.06M | Buy |
25,223
+2,838
| +13% | +$682K | 0.36% | 79 |
|
|
2024
Q3 | $5.31M | Sell |
22,385
-3,482
| -13% | -$826K | 0.32% | 87 |
|
|
2024
Q2 | $5.64M | Sell |
25,867
-1,943
| -7% | -$424K | 0.37% | 78 |
|
|
2024
Q1 | $6.36M | Sell |
27,810
-3,664
| -12% | -$838K | 0.43% | 68 |
|
|
2023
Q4 | $6.71M | Sell |
31,474
-600
| -2% | -$128K | 0.49% | 54 |
|
|
2023
Q3 | $6.06M | Sell |
32,074
-2,273
| -7% | -$430K | 0.49% | 54 |
|
|
2023
Q2 | $6.83M | Buy |
34,347
+3,525
| +11% | +$701K | 0.55% | 46 |
|
|
2023
Q1 | $5.84M | Buy |
30,822
+268
| +0.9% | +$50.8K | 0.5% | 59 |
|
|
2022
Q4 | $5.61M | Sell |
30,554
-36,033
| -54% | -$6.61M | 0.52% | 58 |
|
|
2022
Q3 | $11.4M | Sell |
66,587
-78,210
| -54% | -$13.4M | 1.18% | 17 |
|
|
2022
Q2 | $25.5M | Buy |
144,797
+12,204
| +9% | +$2.15M | 2.29% | 6 |
|
|
2022
Q1 | $28.2M | Buy |
132,593
+47,713
| +56% | +$10.1M | 2.27% | 8 |
|
|
2021
Q4 | $19.2M | Buy |
84,880
+4,744
| +6% | +$1.07M | 1.57% | 13 |
|
|
2021
Q3 | $17.5M | Buy |
80,136
+2,371
| +3% | +$518K | 1.8% | 13 |
|
|
2021
Q2 | $17.5M | Buy |
77,765
+20,978
| +37% | +$4.73M | 1.76% | 13 |
|
|
2021
Q1 | $12.2M | Sell |
56,787
-9,100
| -14% | -$1.95M | 1.28% | 21 |
|
|
2020
Q4 | $12.8M | Buy |
65,887
+12,378
| +23% | +$2.41M | 1.44% | 20 |
|
|
2020
Q3 | $8.23M | Buy |
53,509
+1,476
| +3% | +$227K | 1.16% | 23 |
|
|
2020
Q2 | $7.58M | Buy |
52,033
+19,750
| +61% | +$2.88M | 1.15% | 22 |
|
|
2020
Q1 | $3.73M | Buy |
32,283
+23,936
| +287% | +$2.76M | 0.7% | 47 |
|
|
2019
Q4 | $1.38M | Buy |
+8,347
| New | +$1.38M | 0.25% | 87 |
|