AWM
Abound Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
65,464
+8,110
| +14% | +$1.92M | 4.38% | 9 |
|
|
2025
Q1 | $12.7M | Buy |
57,354
+7,835
| +16% | +$1.74M | 4.24% | 9 |
|
|
2024
Q4 | $11.9M | Buy |
49,519
+460
| +0.9% | +$111K | 3.82% | 8 |
|
|
2024
Q3 | $11.6M | Sell |
49,059
-335
| -0.7% | -$79.5K | 3.86% | 8 |
|
|
2024
Q2 | $10.8M | Sell |
49,394
-1,896
| -4% | -$413K | 3.97% | 8 |
|
|
2024
Q1 | $11.7M | Sell |
51,290
-952
| -2% | -$218K | 4.47% | 8 |
|
|
2023
Q4 | $11.1M | Buy |
52,242
+14,798
| +40% | +$3.16M | 4.47% | 7 |
|
|
2023
Q3 | $7.08M | Buy |
37,444
+1,348
| +4% | +$255K | 3.01% | 11 |
|
|
2023
Q2 | $7.18M | Buy |
36,096
+1,930
| +6% | +$384K | 3% | 11 |
|
|
2023
Q1 | $6.48M | Buy |
34,166
+1,011
| +3% | +$192K | 2.9% | 11 |
|
|
2022
Q4 | $6.09M | Buy |
33,155
+194
| +0.6% | +$35.6K | 2.98% | 11 |
|
|
2022
Q3 | $5.63M | Buy |
32,961
+3,379
| +11% | +$577K | 3.04% | 11 |
|
|
2022
Q2 | $5.21M | Buy |
29,582
+1,437
| +5% | +$253K | 2.9% | 11 |
|
|
2022
Q1 | $5.98M | Buy |
28,145
+6,615
| +31% | +$1.41M | 4.31% | 7 |
|
|
2021
Q4 | $4.87M | Buy |
+21,530
| New | +$4.87M | 3.82% | 7 |
|