WFG
Wills Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
1,046
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $232K | Sell |
1,046
-250
| -19% | -$55.4K | 0.1% | 58 |
|
|
2024
Q4 | $311K | Hold |
1,296
| – | – | 0.13% | 56 |
|
|
2024
Q3 | $307K | Hold |
1,296
| – | – | 0.13% | 56 |
|
|
2024
Q2 | $283K | Hold |
1,296
| – | – | 0.13% | 58 |
|
|
2024
Q1 | $296K | Hold |
1,296
| – | – | 0.14% | 55 |
|
|
2023
Q4 | $276K | Hold |
1,296
| – | – | 0.14% | 52 |
|
|
2023
Q3 | $245K | Hold |
1,296
| – | – | 0.13% | 58 |
|
|
2023
Q2 | $258K | Hold |
1,296
| – | – | 0.13% | 59 |
|
|
2023
Q1 | $246K | Hold |
1,296
| – | – | 0.13% | 59 |
|
|
2022
Q4 | $238K | Hold |
1,296
| – | – | 0.13% | 51 |
|
|
2022
Q3 | $221K | Hold |
1,296
| – | – | 0.12% | 54 |
|
|
2022
Q2 | $228K | Hold |
1,296
| – | – | 0.11% | 61 |
|
|
2022
Q1 | $275K | Sell |
1,296
-138
| -10% | -$29.3K | 0.12% | 58 |
|
|
2021
Q4 | $324K | Sell |
1,434
-69
| -5% | -$15.6K | 0.13% | 59 |
|
|
2021
Q3 | $328K | Sell |
1,503
-400
| -21% | -$87.3K | 0.15% | 57 |
|
|
2021
Q2 | $428K | Buy |
1,903
+1
| +0.1% | +$225 | 0.19% | 54 |
|
|
2021
Q1 | $407K | Hold |
1,902
| – | – | 0.2% | 50 |
|
|
2020
Q4 | $370K | Sell |
1,902
-3,138
| -62% | -$610K | 0.18% | 50 |
|
|
2020
Q3 | $775K | Sell |
5,040
-79
| -2% | -$12.1K | 0.45% | 39 |
|
|
2020
Q2 | $746K | Sell |
5,119
-113
| -2% | -$16.5K | 0.46% | 40 |
|
|
2020
Q1 | $604K | Buy |
5,232
+860
| +20% | +$99.3K | 0.43% | 40 |
|
|
2019
Q4 | $724K | Buy |
4,372
+279
| +7% | +$46.2K | 0.42% | 46 |
|
|
2019
Q3 | $630K | Buy |
4,093
+2
| +0% | +$308 | 0.4% | 42 |
|
|
2019
Q2 | $641K | Buy |
4,091
+1,050
| +35% | +$165K | 0.42% | 43 |
|
|
2019
Q1 | $464K | Buy |
3,041
+325
| +12% | +$49.6K | 0.31% | 46 |
|
|
2018
Q4 | $358K | Sell |
2,716
-59
| -2% | -$7.78K | 0.28% | 49 |
|
|
2018
Q3 | $451K | Hold |
2,775
| – | – | 0.3% | 52 |
|
|
2018
Q2 | $432K | Sell |
2,775
-54
| -2% | -$8.41K | 0.31% | 53 |
|
|
2018
Q1 | $415K | Sell |
2,829
-67
| -2% | -$9.83K | 0.31% | 54 |
|
|
2017
Q4 | $428K | Buy |
+2,896
| New | +$428K | 0.3% | 57 |
|