BTWM
Baker Tilly 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 | $383K | Hold |
1,616
| – | – | 0.14% | 158 |
|
|
2025
Q1 | $358K | Buy |
1,616
+5
| +0.3% | +$1.11K | 0.14% | 159 |
|
|
2024
Q4 | $387K | Sell |
1,611
-8
| -0.5% | -$1.92K | 0.15% | 150 |
|
|
2024
Q3 | $384K | Sell |
1,619
-536
| -25% | -$127K | 0.17% | 140 |
|
|
2024
Q2 | $470K | Sell |
2,155
-414
| -16% | -$90.3K | 0.19% | 128 |
|
|
2024
Q1 | $587K | Sell |
2,569
-566
| -18% | -$129K | 0.11% | 216 |
|
|
2023
Q4 | $669K | Sell |
3,135
-610
| -16% | -$130K | 0.11% | 209 |
|
|
2023
Q3 | $708K | Buy |
3,745
+55
| +1% | +$10.4K | 0.12% | 178 |
|
|
2023
Q2 | $734K | Sell |
3,690
-149
| -4% | -$29.6K | 0.08% | 261 |
|
|
2023
Q1 | $728K | Buy |
3,839
+2,523
| +192% | +$478K | 0.08% | 251 |
|
|
2022
Q4 | $242K | Sell |
1,316
-77
| -6% | -$14.1K | 0.03% | 477 |
|
|
2022
Q3 | $238K | Buy |
1,393
+77
| +6% | +$13.2K | 0.03% | 445 |
|
|
2022
Q2 | $232K | Sell |
1,316
-1,010
| -43% | -$178K | 0.03% | 451 |
|
|
2022
Q1 | $494K | Buy |
2,326
+874
| +60% | +$186K | 0.05% | 349 |
|
|
2021
Q4 | $328K | Buy |
1,452
+226
| +18% | +$51.1K | 0.04% | 420 |
|
|
2021
Q3 | $268K | Buy |
1,226
+95
| +8% | +$20.8K | 0.04% | 429 |
|
|
2021
Q2 | $255K | Buy |
+1,131
| New | +$255K | 0.04% | 430 |
|