AWM
Arista 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 | $786K | Hold |
3,316
| – | – | 0.11% | 106 |
|
|
2025
Q1 | $735K | Buy |
3,316
+19
| +0.6% | +$4.21K | 0.18% | 30 |
|
|
2024
Q4 | $792K | Sell |
3,297
-18
| -0.5% | -$4.33K | 0.19% | 29 |
|
|
2024
Q3 | $786K | Buy |
3,315
+18
| +0.5% | +$4.27K | 0.19% | 28 |
|
|
2024
Q2 | $719K | Buy |
3,297
+62
| +2% | +$13.5K | 0.19% | 28 |
|
|
2024
Q1 | $740K | Buy |
3,235
+2,195
| +211% | +$502K | 0.56% | 22 |
|
|
2023
Q4 | $222K | Buy |
+1,040
| New | +$222K | 0.08% | 52 |
|