WSWA
Warren Street 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 | $258K | Sell |
1,090
-43
| -4% | -$10.2K | 0.09% | 104 |
|
|
2025
Q1 | $251K | Sell |
1,133
-30
| -3% | -$6.65K | 0.1% | 89 |
|
|
2024
Q4 | $279K | Sell |
1,163
-221
| -16% | -$53.1K | 0.11% | 80 |
|
|
2024
Q3 | $328K | Hold |
1,384
| – | – | 0.14% | 74 |
|
|
2024
Q2 | $302K | Buy |
1,384
+3
| +0.2% | +$654 | 0.15% | 76 |
|
|
2024
Q1 | $316K | Hold |
1,381
| – | – | 0.16% | 72 |
|
|
2023
Q4 | $295K | Sell |
1,381
-43
| -3% | -$9.17K | 0.17% | 68 |
|
|
2023
Q3 | $269K | Hold |
1,424
| – | – | 0.18% | 66 |
|
|
2023
Q2 | $283K | Sell |
1,424
-6
| -0.4% | -$1.19K | 0.19% | 62 |
|
|
2023
Q1 | $271K | Buy |
1,430
+110
| +8% | +$20.9K | 0.19% | 56 |
|
|
2022
Q4 | $242K | Buy |
+1,320
| New | +$242K | 0.19% | 56 |
|
|
2022
Q2 | – | Sell |
-1,056
| Closed | -$224K | – | 63 |
|
|
2022
Q1 | $224K | Buy |
1,056
+104
| +11% | +$22.1K | 0.2% | 51 |
|
|
2021
Q4 | $215K | Buy |
+952
| New | +$215K | 0.2% | 48 |
|