WWA
WCG Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,827
| Closed | -$1.95M | – | 307 |
|
|
2023
Q4 | $1.95M | Buy |
10,827
+155
| +1% | +$27.9K | 0.14% | 142 |
|
|
2023
Q3 | $1.7M | Buy |
+10,672
| New | +$1.7M | 0.12% | 150 |
|
|
2022
Q4 | – | Sell |
-2,323
| Closed | -$355K | – | 269 |
|
|
2022
Q3 | $355K | Buy |
2,323
+198
| +9% | +$30.3K | 0.05% | 209 |
|
|
2022
Q2 | $318K | Buy |
+2,125
| New | +$318K | 0.04% | 205 |
|