WANY
Wealthspire Advisors (New York)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190M | Buy |
801,260
+52,608
| +7% | +$12.5M | 1.07% | 20 |
|
|
2025
Q1 | $166M | Buy |
748,652
+373,195
| +99% | +$82.8M | 0.99% | 20 |
|
|
2024
Q4 | $90.2M | Buy |
375,457
+1,344
| +0.4% | +$323K | 0.9% | 22 |
|
|
2024
Q3 | $88.7M | Buy |
374,113
+7,485
| +2% | +$1.78M | 0.9% | 23 |
|
|
2024
Q2 | $79.9M | Buy |
366,628
+3,365
| +0.9% | +$734K | 1.02% | 20 |
|
|
2024
Q1 | $83M | Buy |
363,263
+416
| +0.1% | +$95.1K | 1.11% | 17 |
|
|
2023
Q4 | $77.4M | Sell |
362,847
-3,750
| -1% | -$800K | 1.1% | 18 |
|
|
2023
Q3 | $69.3M | Buy |
366,597
+30,495
| +9% | +$5.77M | 1.14% | 18 |
|
|
2023
Q2 | $66.8M | Sell |
336,102
-2,430
| -0.7% | -$483K | 1.09% | 18 |
|
|
2023
Q1 | $64.2M | Buy |
338,532
+5,341
| +2% | +$1.01M | 1.1% | 19 |
|
|
2022
Q4 | $61.2M | Buy |
333,191
+6,432
| +2% | +$1.18M | 1.11% | 19 |
|
|
2022
Q3 | $55.8M | Buy |
326,759
+50,098
| +18% | +$8.56M | 1.17% | 16 |
|
|
2022
Q2 | $48.7M | Buy |
276,661
+9,165
| +3% | +$1.61M | 1.02% | 18 |
|
|
2022
Q1 | $56.8M | Buy |
267,496
+35,638
| +15% | +$7.57M | 1.28% | 14 |
|
|
2021
Q4 | $52.4M | Buy |
231,858
+12,223
| +6% | +$2.76M | 1.16% | 15 |
|
|
2021
Q3 | $48M | Sell |
219,635
-9,340
| -4% | -$2.04M | 1% | 17 |
|
|
2021
Q2 | $51.6M | Sell |
228,975
-3,210
| -1% | -$723K | 1.36% | 15 |
|
|
2021
Q1 | $49.7M | Buy |
232,185
+422
| +0.2% | +$90.3K | 1.18% | 17 |
|
|
2020
Q4 | $45.1M | Buy |
231,763
+153,802
| +197% | +$29.9M | 1.34% | 15 |
|
|
2020
Q3 | $12M | Buy |
77,961
+9,874
| +15% | +$1.52M | 0.71% | 21 |
|
|
2020
Q2 | $9.92M | Sell |
68,087
-126,348
| -65% | -$18.4M | 0.69% | 23 |
|
|
2020
Q1 | $22.4M | Buy |
+194,435
| New | +$22.4M | 0.94% | 21 |
|
|
2019
Q1 | – | Sell |
-550
| Closed | -$73K | – | 758 |
|
|
2018
Q4 | $73K | Buy |
+550
| New | +$73K | 0.01% | 143 |
|