EWM
Echo Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,839
| Closed | -$3.3M | – | 45 |
|
|
2022
Q4 | $3.3M | Sell |
16,839
-4,501
| -21% | -$883K | 3.52% | 12 |
|
|
2022
Q3 | $3.82M | Sell |
21,340
-11,905
| -36% | -$2.13M | 5.03% | 7 |
|
|
2022
Q2 | $6.06M | Buy |
33,245
+3,464
| +12% | +$631K | 8.1% | 4 |
|
|
2022
Q1 | $6.15M | Buy |
29,781
+2,944
| +11% | +$608K | 7.23% | 3 |
|
|
2021
Q4 | $5.91M | Buy |
26,837
+5,666
| +27% | +$1.25M | 6.74% | 3 |
|
|
2021
Q3 | $4.71M | Buy |
21,171
+2,727
| +15% | +$606K | 5.58% | 6 |
|
|
2021
Q2 | $4.06M | Buy |
18,444
+118
| +0.6% | +$26K | 5.18% | 6 |
|
|
2021
Q1 | $3.92M | Buy |
18,326
+2,773
| +18% | +$594K | 4.94% | 6 |
|
|
2020
Q4 | $3.03M | Buy |
+15,553
| New | +$3.03M | 3.96% | 9 |
|