DWA
Delap Wealth Advisory’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
1,342
-548
| -29% | -$130K | 0.15% | 62 |
|
|
2025
Q1 | $419K | Buy |
1,890
+7
| +0.4% | +$1.55K | 0.23% | 48 |
|
|
2024
Q4 | $452K | Buy |
+1,883
| New | +$452K | 0.27% | 41 |
|
|
2024
Q1 | – | Sell |
-978
| Closed | -$209K | – | 270 |
|
|
2023
Q4 | $209K | Buy |
+978
| New | +$209K | 0.09% | 91 |
|