WFA
Wipfli Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.23M | Sell |
13,058
-1,901
| -13% | -$325K | 0.16% | 62 |
|
|
2022
Q2 | $2.63M | Buy |
14,959
+9,340
| +166% | +$1.64M | 0.29% | 27 |
|
|
2022
Q1 | $1.19M | Buy |
5,619
+4,104
| +271% | +$872K | 0.12% | 37 |
|
|
2021
Q4 | $342K | Buy |
+1,515
| New | +$342K | 0.04% | 36 |
|
|
2021
Q2 | – | Sell |
-1,010
| Closed | -$216K | – | 44 |
|
|
2021
Q1 | $216K | Buy |
+1,010
| New | +$216K | 0.12% | 31 |
|