DWM
Diversify Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
43,109
+982
| +2% | +$241K | 0.65% | 28 |
|
|
2025
Q1 | $9.13M | Buy |
42,127
+3,139
| +8% | +$680K | 0.68% | 25 |
|
|
2024
Q4 | $9.28M | Buy |
38,988
+1,257
| +3% | +$299K | 0.72% | 24 |
|
|
2024
Q3 | $8.93M | Buy |
37,731
+5,871
| +18% | +$1.39M | 0.86% | 22 |
|
|
2024
Q2 | $6.84M | Buy |
+31,860
| New | +$6.84M | 0.85% | 22 |
|