Wade Financial Advisory’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.54M | Sell |
11,456
-789
| -6% | -$175K | 0.87% | 22 |
|
|
2024
Q4 | $2.94M | Sell |
12,245
-636
| -5% | -$153K | 1% | 21 |
|
|
2024
Q3 | $3.06M | Sell |
12,881
-129
| -1% | -$30.6K | 1.03% | 21 |
|
|
2024
Q2 | $2.84M | Sell |
13,010
-411
| -3% | -$89.6K | 1.02% | 21 |
|
|
2024
Q1 | $3.07M | Sell |
13,421
-121
| -0.9% | -$27.7K | 1.12% | 21 |
|
|
2023
Q4 | $2.89M | Sell |
13,542
-311
| -2% | -$66.3K | 1.09% | 23 |
|
|
2023
Q3 | $2.62M | Sell |
13,853
-1
| -0% | -$189 | 1.12% | 23 |
|
|
2023
Q2 | $2.76M | Sell |
13,854
-158
| -1% | -$31.4K | 1.09% | 24 |
|
|
2023
Q1 | $2.66M | Sell |
14,012
-1,270
| -8% | -$241K | 1.12% | 24 |
|
|
2022
Q4 | $2.8M | Buy |
15,282
+1,674
| +12% | +$307K | 1.27% | 24 |
|
|
2022
Q3 | $2.33M | Sell |
13,608
-2,283
| -14% | -$390K | 1.16% | 23 |
|
|
2022
Q2 | $2.8M | Buy |
15,891
+2,576
| +19% | +$454K | 1.33% | 23 |
|
|
2022
Q1 | $2.83M | Buy |
13,315
+1,719
| +15% | +$365K | 1.21% | 22 |
|
|
2021
Q4 | $2.62M | Sell |
11,596
-16
| -0.1% | -$3.62K | 1.36% | 21 |
|
|
2021
Q3 | $2.54M | Sell |
11,612
-24
| -0.2% | -$5.25K | 1.43% | 20 |
|
|
2021
Q2 | $2.62M | Buy |
11,636
+1,303
| +13% | +$294K | 1.44% | 20 |
|
|
2021
Q1 | $2.21M | Sell |
10,333
-34
| -0.3% | -$7.28K | 1.4% | 21 |
|
|
2020
Q4 | $2.02M | Hold |
10,367
| – | – | 1.35% | 23 |
|
|
2020
Q3 | $1.59M | Buy |
10,367
+214
| +2% | +$32.9K | 1.26% | 27 |
|
|
2020
Q2 | $1.48M | Sell |
10,153
-2,895
| -22% | -$422K | 1.28% | 27 |
|
|
2020
Q1 | $1.51M | Buy |
13,048
+8,921
| +216% | +$1.03M | 1.5% | 23 |
|
|
2019
Q4 | $684K | Buy |
+4,127
| New | +$684K | 0.6% | 29 |
|