Accurate 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
Q1 | – | Sell |
-907
| Closed | -$216K | – | 413 |
|
|
2024
Q4 | $216K | Sell |
907
-7
| -0.8% | -$1.67K | 0.04% | 355 |
|
|
2024
Q3 | $219K | Buy |
+914
| New | +$219K | 0.04% | 349 |
|
|
2023
Q1 | – | Sell |
-919
| Closed | -$175K | – | 1408 |
|
|
2022
Q4 | $175K | Sell |
919
-923
| -50% | -$176K | 0.06% | 228 |
|
|
2022
Q3 | $329K | Buy |
+1,842
| New | +$329K | 0.14% | 126 |
|