WAP
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Wealthcare Advisory Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Wealthcare Advisory Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Sell
36,007
-1,134
-3% -$325K 0.21% 98
2026
Q1 		$9.73M Buy
37,141
+1,533
+4% +$415K 0.19% 113
2025
Q4 		$9.19M Sell
35,608
-908
-2% -$233K 0.18% 117
2025
Q3 		$9.29M Sell
36,516
-958
-3% -$238K 0.19% 109
2025
Q2 		$8.88M Buy
37,474
+9,095
+32% +$2.03M 0.2% 100
2025
Q1 		$6.29M Buy
28,379
+7,458
+36% +$1.78M 0.17% 111
2024
Q4 		$5.03M Sell
20,921
-107
-0.5% -$26.3K 0.14% 139
2024
Q3 		$4.99M Sell
21,028
-841
-4% -$191K 0.14% 137
2024
Q2 		$4.77M Buy
21,869
+1,036
+5% +$228K 0.15% 118
2024
Q1 		$4.76M Sell
20,833
-1,543
-7% -$332K 0.16% 110
2023
Q4 		$4.77M Buy
22,376
+7,359
+49% +$1.42M 0.19% 96
2023
Q3 		$2.84M Sell
15,017
-802
-5% -$160K 0.13% 135
2023
Q2 		$3.15M Sell
15,819
-8,198
-34% -$1.55M 0.14% 127
2023
Q1 		$4.55M Buy
24,017
+4,375
+22% +$848K 0.2% 91
2022
Q4 		$3.61M Sell
19,642
-20,552
-51% -$3.81M 0.17% 102
2022
Q3 		$6.87M Buy
40,194
+30,669
+322% +$5.79M 0.39% 54
2022
Q2 		$1.68M Buy
9,525
+210
+2% +$40.6K 0.1% 132
2022
Q1 		$1.98M Sell
9,315
-2,227
-19% -$469K 0.12% 101
2021
Q4 		$2.61M Buy
11,542
+449
+4% +$102K 0.16% 81
2021
Q3 		$2.43M Sell
11,093
-544
-5% -$121K 0.16% 88
2021
Q2 		$2.62M Buy
11,637
+411
+4% +$91.1K 0.18% 80
2021
Q1 		$2.4M Buy
11,226
+442
+4% +$93.1K 0.17% 77
2020
Q4 		$2.1M Buy
10,784
+4,002
+59% +$706K 0.19% 73
2020
Q3 		$1.04M Buy
6,782
+504
+8% +$77.4K 0.11% 118
2020
Q2 		$915K Sell
6,278
-569
-8% -$76.4K 0.11% 112
2020
Q1 		$790K Sell
6,847
-16,228
-70% -$2.44M 0.12% 110
2019
Q4 		$3.82M Buy
23,075
+18
+0.1% +$2.87K 0.49% 33
2019
Q3 		$3.55M Buy
23,057
+233
+1% +$36.1K 0.51% 32
2019
Q2 		$3.58M Buy
22,824
+441
+2% +$68.2K 0.57% 30
2019
Q1 		$3.42M Sell
22,383
-312
-1% -$46.4K 0.58% 29
2018
Q4 		$3M Buy
22,695
+19,330
+574% +$2.81M 0.58% 30
2018
Q3 		$547K Buy
3,365
+300
+10% +$48.5K 0.1% 110
2018
Q2 		$477K Buy
3,065
+560
+22% +$85.7K 0.09% 128
2018
Q1 		$368K Buy
2,505
+786
+46% +$117K 0.08% 133
2017
Q4 		$254K Buy
1,719
+43
+3% +$6.22K 0.07% 150
2017
Q3 		$237K Buy
+1,676
New +$228K 0.07% 132

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CAM
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CI
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AWM
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AC
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SCA
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FMP
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CCG
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PA
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IWA
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