BWM
Boyd 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 | $2.85M | Buy |
12,036
+1,735
| +17% | +$411K | 1.24% | 16 |
|
|
2025
Q1 | $2.28M | Buy |
10,301
+254
| +3% | +$56.3K | 1.14% | 15 |
|
|
2024
Q4 | $2.41M | Sell |
10,047
-105
| -1% | -$25.2K | 1.19% | 15 |
|
|
2024
Q3 | $2.41M | Sell |
10,152
-310
| -3% | -$73.5K | 1.22% | 16 |
|
|
2024
Q2 | $2.28M | Sell |
10,462
-402
| -4% | -$87.7K | 1.26% | 16 |
|
|
2024
Q1 | $2.48M | Hold |
10,864
| – | – | 1.42% | 15 |
|
|
2023
Q4 | $2.32M | Buy |
10,864
+2,305
| +27% | +$492K | 1.44% | 15 |
|
|
2023
Q3 | $1.62M | Hold |
8,559
| – | – | 1.09% | 17 |
|
|
2023
Q2 | $1.7M | Buy |
8,559
+6,174
| +259% | +$1.23M | 1.03% | 18 |
|
|
2023
Q1 | $452K | Hold |
2,385
| – | – | 0.31% | 33 |
|
|
2022
Q4 | $438K | Sell |
2,385
-38
| -2% | -$6.98K | 0.32% | 32 |
|
|
2022
Q3 | $414K | Sell |
2,423
-21
| -0.9% | -$3.59K | 0.33% | 32 |
|
|
2022
Q2 | $430K | Sell |
2,444
-431
| -15% | -$75.8K | 0.35% | 33 |
|
|
2022
Q1 | $611K | Buy |
2,875
+395
| +16% | +$83.9K | 0.46% | 27 |
|
|
2021
Q4 | $561K | Buy |
+2,480
| New | +$561K | 0.41% | 28 |
|