AWM
Aberdeen Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-97
| Closed | -$21.2K | – | 174 |
|
2024
Q2 | $21.2K | Buy |
97
+10
| +11% | +$2.18K | 0.01% | 160 |
|
2024
Q1 | $19.9K | Buy |
+87
| New | +$19.9K | 0.01% | 164 |
|
2023
Q2 | – | Sell |
-73
| Closed | -$13.8K | – | 165 |
|
2023
Q1 | $13.8K | Hold |
73
| – | – | 0.01% | 157 |
|
2022
Q4 | $13.4K | Hold |
73
| – | – | 0.01% | 158 |
|
2022
Q3 | $12K | Buy |
73
+53
| +265% | +$8.71K | 0.01% | 152 |
|
2022
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 164 |
|
2022
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 169 |
|