DWM
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David Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

David Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$352K Hold
1,486
– – 0.26% 35
2025
Q1 		$330K Buy
1,486
+4
+0.3% +$887 0.28% 33
2024
Q4 		$356K Buy
+1,482
New +$356K 0.29% 31