WFA
West Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
2,325
+467
| +25% | +$91.1K | 0.08% | 47 |
|
|
2025
Q1 | $346K | Sell |
1,858
-122
| -6% | -$22.7K | 0.07% | 46 |
|
|
2024
Q4 | $392K | Sell |
1,980
-99
| -5% | -$19.6K | 0.08% | 46 |
|
|
2024
Q3 | $417K | Hold |
2,079
| – | – | 0.08% | 43 |
|
|
2024
Q2 | $379K | Buy |
2,079
+115
| +6% | +$21K | 0.08% | 46 |
|
|
2024
Q1 | $377K | Hold |
1,964
| – | – | 0.08% | 46 |
|
|
2023
Q4 | $353K | Sell |
1,964
-19
| -1% | -$3.42K | 0.08% | 46 |
|
|
2023
Q3 | $316K | Sell |
1,983
-70
| -3% | -$11.2K | 0.08% | 47 |
|
|
2023
Q2 | $340K | Sell |
2,053
-16
| -0.8% | -$2.65K | 0.08% | 44 |
|
|
2023
Q1 | $328K | Sell |
2,069
-17
| -0.8% | -$2.7K | 0.09% | 44 |
|
|
2022
Q4 | $331K | Hold |
2,086
| – | – | 0.09% | 41 |
|
|
2022
Q3 | $299K | Sell |
2,086
-20
| -0.9% | -$2.87K | 0.09% | 45 |
|
|
2022
Q2 | $316K | Hold |
2,106
| – | – | 0.09% | 43 |
|
|
2022
Q1 | $371K | Sell |
2,106
-15
| -0.7% | -$2.64K | 0.1% | 43 |
|
|
2021
Q4 | $379K | Buy |
2,121
+40
| +2% | +$7.15K | 0.1% | 42 |
|
|
2021
Q3 | $352K | Hold |
2,081
| – | – | 0.1% | 42 |
|
|
2021
Q2 | $361K | Sell |
2,081
-69
| -3% | -$12K | 0.11% | 38 |
|
|
2021
Q1 | $356K | Buy |
2,150
+10
| +0.5% | +$1.66K | 0.12% | 37 |
|
|
2020
Q4 | $304K | Buy |
+2,140
| New | +$304K | 0.11% | 41 |
|