BWS
Buck Wealth Strategies’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
1,705
-623
| -27% | -$148K | 0.06% | 107 |
|
|
2025
Q1 | $516K | Sell |
2,328
-36,299
| -94% | -$8.05M | 0.09% | 87 |
|
|
2024
Q4 | $9.28M | Buy |
38,627
+16,922
| +78% | +$4.07M | 1.93% | 24 |
|
|
2024
Q3 | $5.15M | Sell |
21,705
-1,126
| -5% | -$267K | 1.62% | 37 |
|
|
2024
Q2 | $4.98M | Buy |
+22,831
| New | +$4.98M | 1.47% | 38 |
|
|
2023
Q4 | – | Sell |
-73
| Closed | -$13.8K | – | 322 |
|
|
2023
Q3 | $13.8K | Buy |
+73
| New | +$13.8K | 0.01% | 184 |
|