WIA
World Investment 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 | $11.6M | Buy |
48,895
+3,064
| +7% | +$726K | 0.26% | 81 |
|
|
2025
Q1 | $10.2M | Buy |
45,831
+9,363
| +26% | +$2.08M | 0.26% | 88 |
|
|
2024
Q4 | $8.76M | Sell |
36,468
-5,705
| -14% | -$1.37M | 0.24% | 95 |
|
|
2024
Q3 | $10M | Buy |
42,173
+18,387
| +77% | +$4.36M | 0.31% | 77 |
|
|
2024
Q2 | $5.19M | Buy |
23,786
+21,989
| +1,224% | +$4.79M | 0.32% | 67 |
|
|
2024
Q1 | $411K | Sell |
1,797
-6,561
| -78% | -$1.5M | 0.06% | 252 |
|
|
2023
Q4 | $1.78M | Buy |
8,358
+1,234
| +17% | +$263K | 0.23% | 95 |
|
|
2023
Q3 | $1.35M | Sell |
7,124
-921
| -11% | -$174K | 0.27% | 74 |
|
|
2023
Q2 | $1.6M | Sell |
8,045
-203
| -2% | -$40.4K | 0.31% | 62 |
|
|
2023
Q1 | $1.56M | Buy |
8,248
+333
| +4% | +$63.1K | 0.33% | 59 |
|
|
2022
Q4 | $1.45M | Sell |
7,915
-2,706
| -25% | -$497K | 0.33% | 57 |
|
|
2022
Q3 | $1.82M | Sell |
10,621
-146
| -1% | -$25K | 0.43% | 42 |
|
|
2022
Q2 | $2.11M | Sell |
10,767
-85
| -0.8% | -$16.7K | 0.44% | 41 |
|
|
2022
Q1 | $2.31M | Buy |
10,852
+68
| +0.6% | +$14.5K | 0.48% | 41 |
|
|
2021
Q4 | $2.28M | Buy |
10,784
+4,218
| +64% | +$893K | 0.48% | 41 |
|
|
2021
Q3 | $1.44M | Buy |
6,566
+1,367
| +26% | +$299K | 0.33% | 53 |
|
|
2021
Q2 | $1.17M | Buy |
5,199
+1,139
| +28% | +$257K | 0.27% | 65 |
|
|
2021
Q1 | $872K | Buy |
4,060
+257
| +7% | +$55.2K | 0.21% | 81 |
|
|
2020
Q4 | $829K | Buy |
3,803
+550
| +17% | +$120K | 0.21% | 84 |
|
|
2020
Q3 | $500K | Buy |
3,253
+22
| +0.7% | +$3.38K | 0.17% | 88 |
|
|
2020
Q2 | $513K | Sell |
3,231
-2,116
| -40% | -$336K | 0.18% | 83 |
|
|
2020
Q1 | $617K | Buy |
+5,347
| New | +$617K | 0.29% | 56 |
|
|
2019
Q1 | – | Sell |
-1,385
| Closed | -$210K | – | 163 |
|
|
2018
Q4 | $210K | Buy |
+1,385
| New | +$210K | 0.09% | 142 |
|