WFA
Websterrogers Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
2,663
-32
| -1% | -$7.59K | 0.2% | 48 |
|
|
2025
Q1 | $598K | Hold |
2,695
| – | – | 0.2% | 48 |
|
|
2024
Q4 | $648K | Buy |
2,695
+3
| +0.1% | +$721 | 0.22% | 46 |
|
|
2024
Q3 | $639K | Hold |
2,692
| – | – | 0.22% | 46 |
|
|
2024
Q2 | $587K | Sell |
2,692
-109
| -4% | -$23.8K | 0.21% | 47 |
|
|
2024
Q1 | $641K | Sell |
2,801
-44
| -2% | -$10.1K | 0.23% | 46 |
|
|
2023
Q4 | $607K | Sell |
2,845
-382
| -12% | -$81.5K | 0.25% | 39 |
|
|
2023
Q3 | $610K | Sell |
3,227
-72
| -2% | -$13.6K | 0.27% | 42 |
|
|
2023
Q2 | $656K | Buy |
3,299
+5
| +0.2% | +$994 | 0.29% | 39 |
|
|
2023
Q1 | $624K | Sell |
3,294
-663
| -17% | -$126K | 0.29% | 39 |
|
|
2022
Q4 | $726K | Sell |
3,957
-97
| -2% | -$17.8K | 0.35% | 38 |
|
|
2022
Q3 | $693K | Buy |
4,054
+49
| +1% | +$8.38K | 0.36% | 30 |
|
|
2022
Q2 | $705K | Sell |
4,005
-1,083
| -21% | -$191K | 0.34% | 31 |
|
|
2022
Q1 | $1.09M | Sell |
5,088
-238
| -4% | -$51K | 0.56% | 28 |
|
|
2021
Q4 | $1.2M | Sell |
5,326
-64
| -1% | -$14.5K | 0.27% | 36 |
|
|
2021
Q3 | $1.18M | Sell |
5,390
-155
| -3% | -$33.9K | 0.27% | 32 |
|
|
2021
Q2 | $1.18M | Buy |
5,545
+540
| +11% | +$114K | 0.28% | 31 |
|
|
2021
Q1 | $1.07M | Buy |
5,005
+12
| +0.2% | +$2.57K | 0.29% | 26 |
|
|
2020
Q4 | $1.04M | Buy |
+4,993
| New | +$1.04M | 0.3% | 26 |
|