Wealth Enhancement Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.6M | Buy |
384,718
+133,693
| +53% | +$32.5M | 0.15% | 128 |
|
|
2025
Q1 | $55.7M | Buy |
251,025
+30,086
| +14% | +$6.67M | 0.11% | 187 |
|
|
2024
Q4 | $53.1M | Buy |
220,939
+22,590
| +11% | +$5.43M | 0.1% | 193 |
|
|
2024
Q3 | $47.1M | Buy |
198,349
+7,388
| +4% | +$1.75M | 0.1% | 199 |
|
|
2024
Q2 | $41.6M | Buy |
190,961
+6,711
| +4% | +$1.46M | 0.1% | 206 |
|
|
2024
Q1 | $42.1M | Buy |
184,250
+71,049
| +63% | +$16.2M | 0.11% | 189 |
|
|
2023
Q4 | $24.1M | Buy |
113,201
+3,796
| +3% | +$810K | 0.07% | 268 |
|
|
2023
Q3 | $20.7M | Buy |
109,405
+104,825
| +2,289% | +$19.8M | 0.07% | 275 |
|
|
2023
Q2 | $911K | Sell |
4,580
-1,320
| -22% | -$263K | 0.01% | 272 |
|
|
2023
Q1 | $1.12M | Buy |
5,900
+408
| +7% | +$77.3K | 0.01% | 296 |
|
|
2022
Q4 | $1.08M | Buy |
5,492
+384
| +8% | +$75.8K | 0.01% | 211 |
|
|
2022
Q3 | $897K | Sell |
5,108
-694
| -12% | -$122K | 0.01% | 242 |
|
|
2022
Q2 | $1.05M | Sell |
5,802
-562
| -9% | -$102K | 0.01% | 246 |
|
|
2022
Q1 | $1.37M | Sell |
6,364
-187
| -3% | -$40.1K | 0.02% | 220 |
|
|
2021
Q4 | $1.35M | Sell |
6,551
-66
| -1% | -$13.6K | 0.02% | 195 |
|
|
2021
Q3 | $1.52M | Buy |
6,617
+90
| +1% | +$20.7K | 0.02% | 163 |
|
|
2021
Q2 | $1.42M | Sell |
6,527
-747
| -10% | -$163K | 0.02% | 158 |
|
|
2021
Q1 | $1.59M | Sell |
7,274
-1,112
| -13% | -$243K | 0.03% | 149 |
|
|
2020
Q4 | $1.72M | Sell |
8,386
-463
| -5% | -$95.1K | 0.04% | 128 |
|
|
2020
Q3 | $1.48M | Sell |
8,849
-495
| -5% | -$82.6K | 0.04% | 165 |
|
|
2020
Q2 | $1.42M | Sell |
9,344
-9,327
| -50% | -$1.42M | 0.04% | 154 |
|
|
2020
Q1 | $2.44M | Buy |
+18,671
| New | +$2.44M | 0.09% | 96 |
|