Your Advocates Ltd’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19K | Sell |
5
-7
| -58% | -$1.66K | ﹤0.01% | 169 |
|
|
2025
Q1 | $2.66K | Hold |
12
| – | – | ﹤0.01% | 156 |
|
|
2024
Q4 | $2.88K | Sell |
12
-166
| -93% | -$39.9K | ﹤0.01% | 151 |
|
|
2024
Q3 | $42.2K | Hold |
178
| – | – | 0.02% | 62 |
|
|
2024
Q2 | $38.8K | Hold |
178
| – | – | 0.02% | 66 |
|
|
2024
Q1 | $40.7K | Buy |
178
+166
| +1,383% | +$37.9K | 0.02% | 64 |
|
|
2023
Q4 | $2.56K | Hold |
12
| – | – | ﹤0.01% | 162 |
|
|
2023
Q3 | $2.27K | Buy |
+12
| New | +$2.27K | ﹤0.01% | 191 |
|
|
2022
Q2 | – | Sell |
-42
| Closed | -$9K | – | 231 |
|
|
2022
Q1 | $9K | Sell |
42
-139
| -77% | -$29.8K | 0.01% | 107 |
|
|
2021
Q4 | $41K | Hold |
181
| – | – | 0.02% | 50 |
|
|
2021
Q3 | $40K | Hold |
181
| – | – | 0.03% | 46 |
|
|
2021
Q2 | $41K | Sell |
181
-559
| -76% | -$127K | 0.03% | 44 |
|
|
2021
Q1 | $158K | Sell |
740
-1,194
| -62% | -$255K | 0.12% | 26 |
|
|
2020
Q4 | $355K | Buy |
1,934
+1,400
| +262% | +$257K | 0.26% | 18 |
|
|
2020
Q3 | $82K | Hold |
534
| – | – | 0.06% | 29 |
|
|
2020
Q2 | $80K | Buy |
534
+526
| +6,575% | +$78.8K | 0.06% | 33 |
|
|
2020
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 118 |
|