BHWM
Beaird Harris 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
Q1 | $1.8M | Sell |
8,111
-6
| -0.1% | -$1.33K | 0.15% | 54 |
|
|
2024
Q4 | $1.95M | Sell |
8,117
-62
| -0.8% | -$14.9K | 0.17% | 51 |
|
|
2024
Q3 | $1.94M | Hold |
8,179
| – | – | 0.17% | 50 |
|
|
2024
Q2 | $1.78M | Sell |
8,179
-500
| -6% | -$109K | 0.17% | 51 |
|
|
2024
Q1 | $1.98M | Sell |
8,679
-222
| -2% | -$50.7K | 0.19% | 45 |
|
|
2023
Q4 | $1.9M | Buy |
8,901
+87
| +1% | +$18.6K | 0.2% | 45 |
|
|
2023
Q3 | $1.67M | Sell |
8,814
-36
| -0.4% | -$6.81K | 0.2% | 41 |
|
|
2023
Q2 | $1.76M | Sell |
8,850
-117
| -1% | -$23.3K | 0.21% | 40 |
|
|
2023
Q1 | $1.7M | Sell |
8,967
-60
| -0.7% | -$11.4K | 0.31% | 35 |
|
|
2022
Q4 | $1.66M | Sell |
9,027
-622
| -6% | -$114K | 0.31% | 34 |
|
|
2022
Q3 | $1.65M | Sell |
9,649
-793
| -8% | -$136K | 0.36% | 33 |
|
|
2022
Q2 | $1.84M | Buy |
10,442
+531
| +5% | +$93.5K | 0.51% | 23 |
|
|
2022
Q1 | $2.11M | Sell |
9,911
-1,032
| -9% | -$219K | 0.76% | 22 |
|
|
2021
Q4 | $2.47M | Buy |
+10,943
| New | +$2.47M | 0.9% | 17 |
|