DWM
Diversify Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
16,132
-154
| -0.9% | -$31.2K | 0.2% | 137 |
|
|
2025
Q1 | $2.94M | Buy |
16,286
+985
| +6% | +$178K | 0.22% | 132 |
|
|
2024
Q4 | $2.99M | Buy |
15,301
+88
| +0.6% | +$17.2K | 0.23% | 121 |
|
|
2024
Q3 | $3.04M | Buy |
15,213
+14,086
| +1,250% | +$2.82M | 0.29% | 86 |
|
|
2024
Q2 | $206K | Buy |
+1,127
| New | +$206K | 0.03% | 412 |
|