AWM
Aspire Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.5M | Buy |
27,398
+321
| +1% | +$64.5K | 2.96% | 12 |
|
|
2024
Q2 | $4.94M | Sell |
27,077
-29
| -0.1% | -$5.29K | 2.83% | 11 |
|
|
2024
Q1 | $5.2M | Buy |
27,106
+355
| +1% | +$68.1K | 3.14% | 12 |
|
|
2023
Q4 | $4.81M | Buy |
26,751
+190
| +0.7% | +$34.2K | 3.27% | 12 |
|
|
2023
Q3 | $4.24M | Buy |
26,561
+201
| +0.8% | +$32.1K | 3.22% | 12 |
|
|
2023
Q2 | $4.36M | Buy |
26,360
+354
| +1% | +$58.6K | 3.3% | 11 |
|
|
2023
Q1 | $4.13M | Buy |
26,006
+31
| +0.1% | +$4.92K | 3.35% | 9 |
|
|
2022
Q4 | $4.12M | Sell |
25,975
-341
| -1% | -$54.2K | 3.59% | 10 |
|
|
2022
Q3 | $3.77M | Sell |
26,316
-279
| -1% | -$40K | 3.56% | 10 |
|
|
2022
Q2 | $3.99M | Sell |
26,595
-344
| -1% | -$51.5K | 3.67% | 8 |
|
|
2022
Q1 | $4.74M | Sell |
26,939
-455
| -2% | -$80.1K | 3.75% | 8 |
|
|
2021
Q4 | $4.9M | Buy |
+27,394
| New | +$4.9M | 3.97% | 7 |
|