WAG
Wiser Advisor 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 | $1.65M | Sell |
6,974
-1,044
| -13% | -$247K | 2.87% | 14 |
|
|
2025
Q1 | $1.78M | Sell |
8,018
-1,546
| -16% | -$343K | 2.63% | 14 |
|
|
2024
Q4 | $2.3M | Buy |
9,564
+34
| +0.4% | +$8.17K | 3.34% | 8 |
|
|
2024
Q3 | $2.26M | Sell |
9,530
-434
| -4% | -$103K | 3.37% | 7 |
|
|
2024
Q2 | $2.17M | Sell |
9,964
-154
| -2% | -$33.6K | 3.42% | 8 |
|
|
2024
Q1 | $2.32M | Sell |
10,118
-77
| -0.8% | -$17.6K | 3.63% | 5 |
|
|
2023
Q4 | $2.17M | Buy |
+10,195
| New | +$2.17M | 3.62% | 5 |
|