DWM
Darwin Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-376
| Closed | -$43K | – | 748 |
|
|
2020
Q1 | $43K | Sell |
376
-33,417
| -99% | -$3.82M | 0.01% | 263 |
|
|
2019
Q4 | $5.6M | Buy |
33,793
+1,978
| +6% | +$328K | 1.49% | 18 |
|
|
2019
Q3 | $4.9M | Buy |
31,815
+2,003
| +7% | +$308K | 1.45% | 23 |
|
|
2019
Q2 | $4.67M | Buy |
+29,812
| New | +$4.67M | 1.45% | 23 |
|