BWP
Baldwin Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$853 | – | 737 |
|
|
2023
Q4 | $853 | Hold |
4
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $756 | Hold |
4
| – | – | ﹤0.01% | 714 |
|
|
2023
Q2 | $796 | Hold |
4
| – | – | ﹤0.01% | 726 |
|
|
2023
Q1 | $758 | Hold |
4
| – | – | ﹤0.01% | 764 |
|
|
2022
Q4 | $734 | Hold |
4
| – | – | ﹤0.01% | 754 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 653 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 678 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 660 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 624 |
|
|
2021
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 638 |
|
|
2017
Q1 | – | Sell |
-705
| Closed | -$91K | – | 542 |
|
|
2016
Q4 | $91K | Hold |
705
| – | – | 0.02% | 240 |
|
|
2016
Q3 | $86K | Buy |
+705
| New | +$86K | 0.02% | 252 |
|