BWM
BKM 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 | $252K | Hold |
1,063
| – | – | 0.1% | 141 |
|
|
2025
Q1 | $236K | Hold |
1,063
| – | – | 0.1% | 142 |
|
|
2024
Q4 | $255K | Sell |
1,063
-23
| -2% | -$5.53K | 0.1% | 144 |
|
|
2024
Q3 | $258K | Hold |
1,086
| – | – | 0.1% | 144 |
|
|
2024
Q2 | $237K | Sell |
1,086
-19
| -2% | -$4.14K | 0.11% | 133 |
|
|
2024
Q1 | $253K | Sell |
1,105
-457
| -29% | -$104K | 0.11% | 144 |
|
|
2023
Q4 | $333K | Buy |
+1,562
| New | +$333K | 0.14% | 122 |
|