AWM
Aspire 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 | $818K | Sell |
3,450
-455
| -12% | -$108K | 0.44% | 45 |
|
|
2024
Q2 | $852K | Sell |
3,905
-137
| -3% | -$29.9K | 0.49% | 42 |
|
|
2024
Q1 | $924K | Sell |
4,042
-103
| -2% | -$23.5K | 0.56% | 37 |
|
|
2023
Q4 | $884K | Sell |
4,145
-198
| -5% | -$42.2K | 0.6% | 34 |
|
|
2023
Q3 | $821K | Buy |
4,343
+6
| +0.1% | +$1.13K | 0.62% | 35 |
|
|
2023
Q2 | $863K | Buy |
4,337
+134
| +3% | +$26.6K | 0.65% | 33 |
|
|
2023
Q1 | $797K | Sell |
4,203
-25
| -0.6% | -$4.74K | 0.65% | 37 |
|
|
2022
Q4 | $776K | Sell |
4,228
-97
| -2% | -$17.8K | 0.68% | 36 |
|
|
2022
Q3 | $739K | Sell |
4,325
-85
| -2% | -$14.5K | 0.7% | 35 |
|
|
2022
Q2 | $777K | Sell |
4,410
-314
| -7% | -$55.3K | 0.72% | 32 |
|
|
2022
Q1 | $1M | Sell |
4,724
-60
| -1% | -$12.8K | 0.79% | 31 |
|
|
2021
Q4 | $1.08M | Buy |
+4,784
| New | +$1.08M | 0.88% | 32 |
|