DWMG
DB Wealth Management Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $378K | Buy |
1,771
+860
| +94% | +$183K | 0.21% | 70 |
|
|
2023
Q3 | $172K | Buy |
911
+336
| +58% | +$63.5K | 0.11% | 89 |
|
|
2023
Q2 | $114K | Sell |
575
-16
| -3% | -$3.18K | 0.07% | 104 |
|
|
2023
Q1 | $112K | Sell |
591
-110
| -16% | -$20.9K | 0.07% | 103 |
|
|
2022
Q4 | $129K | Sell |
701
-1,182
| -63% | -$217K | 0.08% | 93 |
|
|
2022
Q3 | $322K | Buy |
1,883
+105
| +6% | +$18K | 0.23% | 63 |
|
|
2022
Q2 | $313K | Sell |
1,778
-962
| -35% | -$169K | 0.21% | 66 |
|
|
2022
Q1 | $582K | Buy |
2,740
+91
| +3% | +$19.3K | 0.35% | 57 |
|
|
2021
Q4 | $599K | Sell |
2,649
-54
| -2% | -$12.2K | 0.35% | 57 |
|
|
2021
Q3 | $591K | Buy |
2,703
+165
| +7% | +$36.1K | 0.38% | 55 |
|
|
2021
Q2 | $572K | Buy |
2,538
+604
| +31% | +$136K | 0.37% | 57 |
|
|
2021
Q1 | $414K | Buy |
1,934
+693
| +56% | +$148K | 0.28% | 64 |
|
|
2020
Q4 | $242K | Buy |
+1,241
| New | +$242K | 0.18% | 79 |
|