DWMS
Dominguez Wealth Management Solutions’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 | $395K | Hold |
2,028
| – | – | 0.27% | 50 |
|
|
2025
Q1 | $378K | Sell |
2,028
-15
| -0.7% | -$2.79K | 0.28% | 52 |
|
|
2024
Q4 | $405K | Sell |
2,043
-19
| -0.9% | -$3.77K | 0.3% | 51 |
|
|
2024
Q3 | $414K | Sell |
2,062
-9
| -0.4% | -$1.81K | 0.3% | 51 |
|
|
2024
Q2 | $378K | Sell |
2,071
-40
| -2% | -$7.3K | 0.28% | 50 |
|
|
2024
Q1 | $405K | Buy |
2,111
+4
| +0.2% | +$767 | 0.32% | 50 |
|
|
2023
Q4 | $379K | Sell |
2,107
-12
| -0.6% | -$2.16K | 0.31% | 49 |
|
|
2023
Q3 | $338K | Sell |
2,119
-37
| -2% | -$5.9K | 0.31% | 46 |
|
|
2023
Q2 | $357K | Sell |
2,156
-90
| -4% | -$14.9K | 0.31% | 45 |
|
|
2023
Q1 | $357K | Sell |
2,246
-37
| -2% | -$5.87K | 0.33% | 45 |
|
|
2022
Q4 | $363K | Buy |
+2,283
| New | +$363K | 0.36% | 44 |
|