DWP
Destiny Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
13,893
+3,553
| +34% | +$842K | 0.44% | 60 |
|
|
2025
Q1 | $2.29M | Sell |
10,340
-139
| -1% | -$30.8K | 0.36% | 64 |
|
|
2024
Q4 | $2.52M | Buy |
10,479
+873
| +9% | +$210K | 0.41% | 61 |
|
|
2024
Q3 | $2.28M | Sell |
9,606
-9
| -0.1% | -$2.14K | 0.4% | 61 |
|
|
2024
Q2 | $2.1M | Sell |
9,615
-58
| -0.6% | -$12.6K | 0.38% | 62 |
|
|
2024
Q1 | $2.21M | Hold |
9,673
| – | – | 0.4% | 59 |
|
|
2023
Q4 | $2M | Sell |
9,673
-134
| -1% | -$27.7K | 0.38% | 60 |
|
|
2023
Q3 | $1.85M | Sell |
9,807
-317
| -3% | -$59.9K | 0.37% | 62 |
|
|
2023
Q2 | $2.08M | Buy |
10,124
+795
| +9% | +$163K | 0.4% | 62 |
|
|
2023
Q1 | $1.77M | Buy |
9,329
+450
| +5% | +$85.3K | 0.37% | 59 |
|
|
2022
Q4 | $1.63M | Sell |
8,879
-162
| -2% | -$29.7K | 0.35% | 62 |
|
|
2022
Q3 | $1.55M | Hold |
9,041
| – | – | 0.35% | 63 |
|
|
2022
Q2 | $1.59M | Sell |
9,041
-91
| -1% | -$16K | 0.35% | 61 |
|
|
2022
Q1 | $1.94M | Hold |
9,132
| – | – | 0.38% | 59 |
|
|
2021
Q4 | $2.06M | Sell |
9,132
-703
| -7% | -$159K | 0.4% | 61 |
|
|
2021
Q3 | $2.15M | Buy |
9,835
+76
| +0.8% | +$16.6K | 0.43% | 60 |
|
|
2021
Q2 | $2.2M | Buy |
9,759
+3,129
| +47% | +$705K | 0.42% | 64 |
|
|
2021
Q1 | $1.42M | Hold |
6,630
| – | – | 0.3% | 63 |
|
|
2020
Q4 | $1.29M | Buy |
+6,630
| New | +$1.29M | 0.27% | 64 |
|