AWM
Austin 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 | $227K | Sell |
940
-137
| -13% | -$33.1K | 0.04% | 130 |
|
|
2025
Q1 | $232K | Sell |
1,077
-23
| -2% | -$4.95K | 0.05% | 117 |
|
|
2024
Q4 | $273K | Sell |
1,100
-17
| -2% | -$4.23K | 0.06% | 101 |
|
|
2024
Q3 | $261K | Hold |
1,117
| – | – | 0.06% | 103 |
|
|
2024
Q2 | $250K | Sell |
1,117
-36
| -3% | -$8.05K | 0.06% | 100 |
|
|
2024
Q1 | $258K | Buy |
1,153
+12
| +1% | +$2.69K | 0.06% | 97 |
|
|
2023
Q4 | $247K | Sell |
1,141
-289
| -20% | -$62.5K | 0.07% | 101 |
|
|
2023
Q3 | $276K | Buy |
+1,430
| New | +$276K | 0.09% | 81 |
|