DWMG
DB Wealth Management Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $31.9K | Hold |
322
| – | – | 0.02% | 197 |
|
|
2023
Q3 | $28.1K | Hold |
322
| – | – | 0.02% | 195 |
|
|
2023
Q2 | $29.6K | Hold |
322
| – | – | 0.02% | 192 |
|
|
2023
Q1 | $28.6K | Buy |
322
+161
| +100% | +$14.3K | 0.02% | 193 |
|
|
2022
Q4 | $27.9K | Sell |
161
-240
| -60% | -$41.6K | 0.02% | 194 |
|
|
2022
Q3 | $65K | Hold |
401
| – | – | 0.05% | 131 |
|
|
2022
Q2 | $68K | Hold |
401
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $79K | Hold |
401
| – | – | 0.05% | 135 |
|
|
2021
Q4 | $84K | Hold |
401
| – | – | 0.05% | 131 |
|
|
2021
Q3 | $81K | Buy |
401
+57
| +17% | +$11.5K | 0.05% | 127 |
|
|
2021
Q2 | $71K | Hold |
344
| – | – | 0.05% | 135 |
|
|
2021
Q1 | $68K | Hold |
344
| – | – | 0.05% | 138 |
|
|
2020
Q4 | $58K | Buy |
+344
| New | +$58K | 0.04% | 142 |
|