BBWP
Beacon Bridge Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Buy |
15,386
+391
| +3% | +$92.7K | 1.45% | 20 |
|
|
2025
Q1 | $3.33M | Buy |
14,995
+1,014
| +7% | +$225K | 1.42% | 21 |
|
|
2024
Q4 | $3.36M | Sell |
13,981
-122
| -0.9% | -$29.3K | 1.43% | 21 |
|
|
2024
Q3 | $3.35M | Buy |
14,103
+223
| +2% | +$52.9K | 1.44% | 23 |
|
|
2024
Q2 | $3.03M | Sell |
13,880
-1,135
| -8% | -$247K | 1.39% | 22 |
|
|
2024
Q1 | $3.43M | Sell |
15,015
-6,605
| -31% | -$1.51M | 1.62% | 22 |
|
|
2023
Q4 | $4.61M | Buy |
21,620
+51
| +0.2% | +$10.9K | 2.3% | 13 |
|
|
2023
Q3 | $4.08M | Buy |
21,569
+12,209
| +130% | +$2.31M | 2.15% | 13 |
|
|
2023
Q2 | $1.86M | Sell |
9,360
-25,298
| -73% | -$5.03M | 0.95% | 26 |
|
|
2023
Q1 | $6.57M | Buy |
34,658
+20,668
| +148% | +$3.92M | 3.94% | 9 |
|
|
2022
Q4 | $2.57M | Buy |
+13,990
| New | +$2.57M | 1.87% | 14 |
|