AWM
Adams 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 | $1.15M | Sell |
5,170
-2,396
| -32% | -$531K | 0.23% | 64 |
|
|
2024
Q4 | $1.82M | Buy |
7,566
+3,000
| +66% | +$721K | 0.35% | 54 |
|
|
2024
Q3 | $1.08M | Buy |
4,566
+1,414
| +45% | +$335K | 0.23% | 56 |
|
|
2024
Q2 | $687K | Sell |
3,152
-821
| -21% | -$179K | 0.16% | 67 |
|
|
2024
Q1 | $908K | Sell |
3,973
-9,485
| -70% | -$2.17M | 0.22% | 64 |
|
|
2023
Q4 | $2.87M | Buy |
+13,458
| New | +$2.87M | 0.85% | 23 |
|
|
2023
Q3 | – | Sell |
-7,551
| Closed | -$1.5M | – | 102 |
|
|
2023
Q2 | $1.5M | Buy |
7,551
+187
| +3% | +$37.2K | 0.47% | 29 |
|
|
2023
Q1 | $1.4M | Buy |
7,364
+4,629
| +169% | +$877K | 0.45% | 31 |
|
|
2022
Q4 | $502K | Sell |
2,735
-191
| -7% | -$35.1K | 0.18% | 74 |
|
|
2022
Q3 | $500K | Buy |
+2,926
| New | +$500K | 0.19% | 63 |
|