AWM
Atticus 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 | $37.6K | Hold |
159
| – | – | 0.01% | 344 |
|
|
2025
Q1 | $35.2K | Sell |
159
-211
| -57% | -$46.7K | 0.01% | 263 |
|
|
2024
Q4 | $88.8K | Buy |
370
+2
| +0.5% | +$480 | 0.03% | 175 |
|
|
2024
Q3 | $87.2K | Sell |
368
-9
| -2% | -$2.13K | 0.03% | 185 |
|
|
2024
Q2 | $82.1K | Sell |
377
-102
| -21% | -$22.2K | 0.03% | 182 |
|
|
2024
Q1 | $109K | Buy |
479
+1
| +0.2% | +$228 | 0.04% | 160 |
|
|
2023
Q4 | $102K | Sell |
478
-26
| -5% | -$5.55K | 0.04% | 165 |
|
|
2023
Q3 | $95.2K | Buy |
504
+2
| +0.4% | +$378 | 0.04% | 181 |
|
|
2023
Q2 | $99.9K | Buy |
502
+138
| +38% | +$27.5K | 0.04% | 176 |
|
|
2023
Q1 | $69K | Hold |
364
| – | – | 0.03% | 213 |
|
|
2022
Q4 | $66.7K | Buy |
364
+2
| +0.6% | +$367 | 0.03% | 218 |
|
|
2022
Q3 | $64K | Hold |
362
| – | – | 0.03% | 212 |
|
|
2022
Q2 | $64K | Buy |
362
+90
| +33% | +$15.9K | 0.03% | 232 |
|
|
2022
Q1 | $58K | Buy |
272
+11
| +4% | +$2.35K | 0.02% | 235 |
|
|
2021
Q4 | $59K | Buy |
261
+110
| +73% | +$24.9K | 0.02% | 209 |
|
|
2021
Q3 | $33K | Buy |
151
+76
| +101% | +$16.6K | 0.01% | 279 |
|
|
2021
Q2 | $17K | Buy |
+75
| New | +$17K | 0.01% | 301 |
|