DWS
Discipline Wealth Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
6,040
+2,472
| +69% | +$586K | 0.55% | 31 |
|
|
2025
Q1 | $791K | Sell |
3,568
-202
| -5% | -$44.8K | 0.38% | 35 |
|
|
2024
Q4 | $906K | Sell |
3,770
-287
| -7% | -$69K | 0.42% | 34 |
|
|
2024
Q3 | $962K | Buy |
4,057
+827
| +26% | +$196K | 0.51% | 25 |
|
|
2024
Q2 | $704K | Buy |
3,230
+1,684
| +109% | +$367K | 0.56% | 15 |
|
|
2024
Q1 | $350K | Sell |
1,546
-1,117
| -42% | -$253K | 0.32% | 17 |
|
|
2023
Q4 | $560K | Buy |
+2,663
| New | +$560K | 0.56% | 17 |
|