Wealthcare Advisory Partners’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
Q2 | $8.88M | Buy |
37,474
+9,095
| +32% | +$2.16M | 0.2% | 100 |
|
|
2025
Q1 | $6.29M | Buy |
28,379
+7,458
| +36% | +$1.65M | 0.17% | 111 |
|
|
2024
Q4 | $5.03M | Sell |
20,921
-107
| -0.5% | -$25.7K | 0.14% | 139 |
|
|
2024
Q3 | $4.99M | Sell |
21,028
-841
| -4% | -$199K | 0.14% | 137 |
|
|
2024
Q2 | $4.77M | Buy |
21,869
+1,036
| +5% | +$226K | 0.15% | 118 |
|
|
2024
Q1 | $4.76M | Sell |
20,833
-1,543
| -7% | -$353K | 0.16% | 110 |
|
|
2023
Q4 | $4.77M | Buy |
22,376
+7,359
| +49% | +$1.57M | 0.19% | 96 |
|
|
2023
Q3 | $2.84M | Sell |
15,017
-802
| -5% | -$152K | 0.13% | 135 |
|
|
2023
Q2 | $3.15M | Sell |
15,819
-8,198
| -34% | -$1.63M | 0.14% | 127 |
|
|
2023
Q1 | $4.55M | Buy |
24,017
+4,375
| +22% | +$829K | 0.2% | 91 |
|
|
2022
Q4 | $3.61M | Sell |
19,642
-20,552
| -51% | -$3.77M | 0.17% | 102 |
|
|
2022
Q3 | $6.87M | Buy |
40,194
+30,669
| +322% | +$5.24M | 0.39% | 54 |
|
|
2022
Q2 | $1.68M | Buy |
9,525
+210
| +2% | +$37K | 0.1% | 132 |
|
|
2022
Q1 | $1.98M | Sell |
9,315
-2,227
| -19% | -$473K | 0.12% | 101 |
|
|
2021
Q4 | $2.61M | Buy |
11,542
+449
| +4% | +$101K | 0.16% | 81 |
|
|
2021
Q3 | $2.43M | Sell |
11,093
-544
| -5% | -$119K | 0.16% | 88 |
|
|
2021
Q2 | $2.62M | Buy |
11,637
+411
| +4% | +$92.6K | 0.18% | 80 |
|
|
2021
Q1 | $2.4M | Buy |
11,226
+442
| +4% | +$94.6K | 0.17% | 77 |
|
|
2020
Q4 | $2.1M | Buy |
10,784
+4,002
| +59% | +$779K | 0.19% | 73 |
|
|
2020
Q3 | $1.04M | Buy |
6,782
+504
| +8% | +$77.5K | 0.11% | 118 |
|
|
2020
Q2 | $915K | Sell |
6,278
-569
| -8% | -$82.9K | 0.11% | 112 |
|
|
2020
Q1 | $790K | Sell |
6,847
-16,228
| -70% | -$1.87M | 0.12% | 110 |
|
|
2019
Q4 | $3.82M | Buy |
23,075
+18
| +0.1% | +$2.98K | 0.49% | 33 |
|
|
2019
Q3 | $3.55M | Buy |
23,057
+233
| +1% | +$35.9K | 0.51% | 32 |
|
|
2019
Q2 | $3.58M | Buy |
22,824
+441
| +2% | +$69.1K | 0.57% | 30 |
|
|
2019
Q1 | $3.42M | Sell |
22,383
-312
| -1% | -$47.7K | 0.58% | 29 |
|
|
2018
Q4 | $3M | Buy |
22,695
+19,330
| +574% | +$2.55M | 0.58% | 30 |
|
|
2018
Q3 | $547K | Buy |
3,365
+300
| +10% | +$48.8K | 0.1% | 110 |
|
|
2018
Q2 | $477K | Buy |
3,065
+560
| +22% | +$87.2K | 0.09% | 128 |
|
|
2018
Q1 | $368K | Buy |
2,505
+786
| +46% | +$115K | 0.08% | 133 |
|
|
2017
Q4 | $254K | Buy |
1,719
+43
| +3% | +$6.35K | 0.07% | 150 |
|
|
2017
Q3 | $237K | Buy |
+1,676
| New | +$237K | 0.07% | 132 |
|