WFA
West 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 | $3.25M | Sell |
13,722
-207
| -1% | -$49.1K | 0.57% | 24 |
|
|
2025
Q1 | $3.09M | Buy |
13,929
+222
| +2% | +$49.2K | 0.59% | 23 |
|
|
2024
Q4 | $3.29M | Buy |
13,707
+81
| +0.6% | +$19.5K | 0.64% | 20 |
|
|
2024
Q3 | $3.23M | Buy |
13,626
+9
| +0.1% | +$2.14K | 0.62% | 19 |
|
|
2024
Q2 | $2.97M | Buy |
13,617
+24
| +0.2% | +$5.23K | 0.62% | 20 |
|
|
2024
Q1 | $3.11M | Sell |
13,593
-663
| -5% | -$152K | 0.67% | 20 |
|
|
2023
Q4 | $3.04M | Sell |
14,256
-1,057
| -7% | -$225K | 0.69% | 21 |
|
|
2023
Q3 | $2.9M | Sell |
15,313
-645
| -4% | -$122K | 0.73% | 18 |
|
|
2023
Q2 | $3.17M | Sell |
15,958
-129
| -0.8% | -$25.7K | 0.78% | 18 |
|
|
2023
Q1 | $3.05M | Buy |
16,087
+106
| +0.7% | +$20.1K | 0.8% | 19 |
|
|
2022
Q4 | $2.93M | Sell |
15,981
-507
| -3% | -$93.1K | 0.82% | 19 |
|
|
2022
Q3 | $2.82M | Buy |
16,488
+298
| +2% | +$50.9K | 0.84% | 19 |
|
|
2022
Q2 | $2.85M | Sell |
16,190
-36,202
| -69% | -$6.38M | 0.83% | 18 |
|
|
2022
Q1 | $11.1M | Sell |
52,392
-1,750
| -3% | -$372K | 2.93% | 12 |
|
|
2021
Q4 | $12.2M | Buy |
54,142
+1,895
| +4% | +$428K | 3.28% | 12 |
|
|
2021
Q3 | $11.4M | Buy |
52,247
+3,298
| +7% | +$721K | 3.35% | 10 |
|
|
2021
Q2 | $11M | Buy |
48,949
+5,492
| +13% | +$1.24M | 3.37% | 10 |
|
|
2021
Q1 | $9.3M | Buy |
43,457
+972
| +2% | +$208K | 3.12% | 11 |
|
|
2020
Q4 | $8.27M | Buy |
+42,485
| New | +$8.27M | 2.93% | 11 |
|