BWG
Balanced Wealth Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
20,285
-166
| -0.8% | -$40.1K | 2.13% | 12 |
|
|
2025
Q1 | $4.54M | Buy |
20,451
+75
| +0.4% | +$16.6K | 2.19% | 13 |
|
|
2024
Q4 | $5.09M | Buy |
20,376
+50
| +0.2% | +$12.5K | 2.28% | 13 |
|
|
2024
Q3 | $4.82M | Sell |
20,326
-82
| -0.4% | -$19.5K | 2.13% | 13 |
|
|
2024
Q2 | $4.41M | Sell |
20,408
-383
| -2% | -$82.8K | 2.01% | 14 |
|
|
2024
Q1 | $4.65M | Buy |
20,791
+1,800
| +9% | +$402K | 2.07% | 16 |
|
|
2023
Q4 | $4.05M | Buy |
+18,991
| New | +$4.05M | 2.11% | 14 |
|