BWM
Benchmark 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 | $7.99M | Sell |
33,732
-1,055
| -3% | -$250K | 3.55% | 7 |
|
|
2025
Q1 | $7.71M | Sell |
34,787
-1,945
| -5% | -$431K | 3.73% | 7 |
|
|
2024
Q4 | $8.83M | Sell |
36,732
-327
| -0.9% | -$78.6K | 4.34% | 6 |
|
|
2024
Q3 | $8.79M | Buy |
37,059
+1,153
| +3% | +$274K | 4.34% | 6 |
|
|
2024
Q2 | $7.83M | Sell |
35,906
-184
| -0.5% | -$40.1K | 4.17% | 5 |
|
|
2024
Q1 | $8.25M | Buy |
36,090
+70
| +0.2% | +$16K | 4.5% | 5 |
|
|
2023
Q4 | $7.68M | Buy |
36,020
+30
| +0.1% | +$6.4K | 4.54% | 5 |
|
|
2023
Q3 | $6.8M | Sell |
35,990
-1,727
| -5% | -$327K | 4.34% | 5 |
|
|
2023
Q2 | $7.5M | Buy |
37,717
+1,590
| +4% | +$316K | 4.53% | 5 |
|
|
2023
Q1 | $6.79M | Sell |
36,127
-1,464
| -4% | -$275K | 4.33% | 7 |
|
|
2022
Q4 | $6.9M | Sell |
37,591
-355
| -0.9% | -$65.2K | 4.97% | 6 |
|
|
2022
Q3 | $6.49M | Buy |
37,946
+1,218
| +3% | +$208K | 5.08% | 5 |
|
|
2022
Q2 | $6.47M | Buy |
36,728
+1,163
| +3% | +$205K | 4.76% | 6 |
|
|
2022
Q1 | $7.56M | Buy |
35,565
+1,125
| +3% | +$239K | 5.08% | 5 |
|
|
2021
Q4 | $7.78M | Buy |
34,440
+847
| +3% | +$191K | 5.03% | 5 |
|
|
2021
Q3 | $7.35M | Sell |
33,593
-201
| -0.6% | -$44K | 5.16% | 5 |
|
|
2021
Q2 | $7.61M | Sell |
33,794
-76
| -0.2% | -$17.1K | 5.23% | 5 |
|
|
2021
Q1 | $7.25M | Sell |
33,870
-316
| -0.9% | -$67.7K | 5.38% | 5 |
|
|
2020
Q4 | $6.66M | Sell |
34,186
-668
| -2% | -$130K | 5.05% | 6 |
|
|
2020
Q3 | $5.36M | Sell |
34,854
-2,374
| -6% | -$365K | 4.23% | 7 |
|
|
2020
Q2 | $5.43M | Sell |
37,228
-156
| -0.4% | -$22.7K | 4.63% | 6 |
|
|
2020
Q1 | $4.32M | Sell |
37,384
-222
| -0.6% | -$25.6K | 4.32% | 8 |
|
|
2019
Q4 | $6.23M | Buy |
+37,606
| New | +$6.23M | 5.38% | 7 |
|