ERWM
Elk River 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 | $546K | Sell |
2,295
-5
| -0.2% | -$1.19K | 0.09% | 67 |
|
|
2025
Q1 | $510K | Buy |
2,300
+5
| +0.2% | +$1.11K | 0.1% | 65 |
|
|
2024
Q4 | $551K | Hold |
2,295
| – | – | 0.1% | 66 |
|
|
2024
Q3 | $546K | Hold |
2,295
| – | – | 0.1% | 67 |
|
|
2024
Q2 | $502K | Hold |
2,295
| – | – | 0.1% | 67 |
|
|
2024
Q1 | $525K | Sell |
2,295
-332
| -13% | -$75.9K | 0.11% | 67 |
|
|
2023
Q4 | $560K | Hold |
2,627
| – | – | 0.11% | 70 |
|
|
2023
Q3 | $497K | Hold |
2,627
| – | – | 0.11% | 71 |
|
|
2023
Q2 | $522K | Sell |
2,627
-2
| -0.1% | -$398 | 0.11% | 72 |
|
|
2023
Q1 | $498K | Hold |
2,629
| – | – | 0.11% | 72 |
|
|
2022
Q4 | $483K | Hold |
2,629
| – | – | 0.12% | 79 |
|
|
2022
Q3 | $449K | Hold |
2,629
| – | – | 0.12% | 73 |
|
|
2022
Q2 | $463K | Hold |
2,629
| – | – | 0.12% | 75 |
|
|
2022
Q1 | $559K | Hold |
2,629
| – | – | 0.12% | 77 |
|
|
2021
Q4 | $594K | Hold |
2,629
| – | – | 0.13% | 77 |
|
|
2021
Q3 | $575K | Hold |
2,629
| – | – | 0.15% | 75 |
|
|
2021
Q2 | $592K | Buy |
2,629
+6
| +0.2% | +$1.35K | 0.15% | 74 |
|
|
2021
Q1 | $562K | Hold |
2,623
| – | – | 0.16% | 76 |
|
|
2020
Q4 | $511K | Buy |
+2,623
| New | +$511K | 0.17% | 82 |
|