WFA
WMG 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 | $294K | Sell |
1,242
-92
| -7% | -$21.8K | 0.11% | 135 |
|
|
2025
Q1 | $296K | Buy |
1,334
+5
| +0.4% | +$1.11K | 0.13% | 112 |
|
|
2024
Q4 | $319K | Buy |
1,329
+56
| +4% | +$13.5K | 0.14% | 104 |
|
|
2024
Q3 | $302K | Sell |
1,273
-22
| -2% | -$5.22K | 0.14% | 110 |
|
|
2024
Q2 | $282K | Hold |
1,295
| – | – | 0.15% | 102 |
|
|
2024
Q1 | $296K | Sell |
1,295
-111
| -8% | -$25.4K | 0.17% | 92 |
|
|
2023
Q4 | $300K | Sell |
1,406
-51
| -4% | -$10.9K | 0.2% | 76 |
|
|
2023
Q3 | $278K | Buy |
1,457
+84
| +6% | +$16K | 0.24% | 72 |
|
|
2023
Q2 | $273K | Sell |
1,373
-68
| -5% | -$13.5K | 0.2% | 86 |
|
|
2023
Q1 | $273K | Sell |
1,441
-96
| -6% | -$18.2K | 0.23% | 78 |
|
|
2022
Q4 | $282K | Sell |
1,537
-27
| -2% | -$4.96K | 0.24% | 84 |
|
|
2022
Q3 | $267K | Hold |
1,564
| – | – | 0.24% | 90 |
|
|
2022
Q2 | $276K | Buy |
1,564
+1
| +0.1% | +$176 | 0.24% | 96 |
|
|
2022
Q1 | $329K | Buy |
1,563
+168
| +12% | +$35.4K | 0.24% | 101 |
|
|
2021
Q4 | $315K | Buy |
+1,395
| New | +$315K | 0.25% | 111 |
|