WFS
Weitzel Financial 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 | $392K | Hold |
1,632
| – | – | 0.17% | 34 |
|
|
2025
Q1 | $344K | Hold |
1,632
| – | – | 0.16% | 31 |
|
|
2024
Q4 | $396K | Sell |
1,632
-37
| -2% | -$8.98K | 0.19% | 32 |
|
|
2024
Q3 | $392K | Sell |
1,669
-3
| -0.2% | -$705 | 0.18% | 29 |
|
|
2024
Q2 | $362K | Hold |
1,672
| – | – | 0.18% | 28 |
|
|
2024
Q1 | $379K | Hold |
1,672
| – | – | 0.19% | 28 |
|
|
2023
Q4 | $356K | Sell |
1,672
-199
| -11% | -$42.4K | 0.19% | 29 |
|
|
2023
Q3 | $344K | Sell |
1,871
-150
| -7% | -$27.6K | 0.2% | 27 |
|
|
2023
Q2 | $402K | Hold |
2,021
| – | – | 0.23% | 25 |
|
|
2023
Q1 | $383K | Sell |
2,021
-12
| -0.6% | -$2.27K | 0.23% | 24 |
|
|
2022
Q4 | $373K | Sell |
2,033
-5
| -0.2% | -$918 | 0.24% | 24 |
|
|
2022
Q3 | $348K | Hold |
2,038
| – | – | 0.24% | 25 |
|
|
2022
Q2 | $359K | Sell |
2,038
-2,448
| -55% | -$431K | 0.24% | 24 |
|
|
2022
Q1 | $953K | Sell |
4,486
-138
| -3% | -$29.3K | 0.61% | 19 |
|
|
2021
Q4 | $1.05M | Buy |
4,624
+15
| +0.3% | +$3.39K | 0.63% | 19 |
|
|
2021
Q3 | $1.02M | Sell |
4,609
-1,004,696
| -100% | -$223M | 0.66% | 19 |
|
|
2021
Q2 | $4.58M | Buy |
1,009,305
+1,003,973
| +18,829% | +$4.56M | 0.16% | 23 |
|
|
2021
Q1 | $1.13M | Buy |
5,332
+644
| +14% | +$136K | 0.79% | 19 |
|
|
2020
Q4 | $1.02M | Buy |
+4,688
| New | +$1.02M | 0.76% | 17 |
|