WFA
Wells 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 | $2.48M | Sell |
10,458
-882
| -8% | -$209K | 3.41% | 11 |
|
|
2025
Q1 | $2.51M | Buy |
11,340
+195
| +2% | +$43.2K | 3.47% | 11 |
|
|
2024
Q4 | $2.68M | Sell |
11,145
-1,391
| -11% | -$334K | 3.65% | 11 |
|
|
2024
Q3 | $2.98M | Sell |
12,536
-13,053
| -51% | -$3.11M | 4.03% | 11 |
|
|
2024
Q2 | $5.58M | Sell |
25,589
-3,998
| -14% | -$872K | 3.67% | 11 |
|
|
2024
Q1 | $6.76M | Sell |
29,587
-832
| -3% | -$190K | 4.61% | 8 |
|
|
2023
Q4 | $6.49M | Buy |
30,419
+1,059
| +4% | +$226K | 4.71% | 8 |
|
|
2023
Q3 | $5.55M | Sell |
29,360
-63
| -0.2% | -$11.9K | 4.32% | 9 |
|
|
2023
Q2 | $5.85M | Sell |
29,423
-12,023
| -29% | -$2.39M | 4.42% | 9 |
|
|
2023
Q1 | $7.86M | Sell |
41,446
-232
| -0.6% | -$44K | 6.26% | 4 |
|
|
2022
Q4 | $7.65M | Sell |
41,678
-3,578
| -8% | -$657K | 6.33% | 4 |
|
|
2022
Q3 | $7.74M | Sell |
45,256
-2,270
| -5% | -$388K | 7.49% | 4 |
|
|
2022
Q2 | $8.37M | Sell |
47,526
-19,582
| -29% | -$3.45M | 7.56% | 4 |
|
|
2022
Q1 | $14.3M | Buy |
67,108
+767
| +1% | +$163K | 11.91% | 1 |
|
|
2021
Q4 | $15M | Buy |
66,341
+20,828
| +46% | +$4.71M | 11.96% | 1 |
|
|
2021
Q3 | $9.95M | Buy |
45,513
+695
| +2% | +$152K | 8.41% | 3 |
|
|
2021
Q2 | $10.1M | Buy |
44,818
+6
| +0% | +$1.35K | 8.52% | 3 |
|
|
2021
Q1 | $9.59M | Buy |
44,812
+30,419
| +211% | +$6.51M | 8.6% | 3 |
|
|
2020
Q4 | $2.8M | Buy |
+14,393
| New | +$2.8M | 2.39% | 10 |
|