EWM
Elmwood 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 | $249K | Sell |
1,051
-521
| -33% | -$123K | 0.1% | 121 |
|
|
2025
Q1 | $348K | Hold |
1,572
| – | – | 0.14% | 108 |
|
|
2024
Q4 | $378K | Sell |
1,572
-113
| -7% | -$27.1K | 0.15% | 105 |
|
|
2024
Q3 | $400K | Buy |
1,685
+113
| +7% | +$26.8K | 0.16% | 104 |
|
|
2024
Q2 | $343K | Hold |
1,572
| – | – | 0.15% | 99 |
|
|
2024
Q1 | $359K | Buy |
1,572
+214
| +16% | +$48.9K | 0.15% | 101 |
|
|
2023
Q4 | $290K | Sell |
1,358
-212
| -14% | -$45.2K | 0.2% | 96 |
|
|
2023
Q3 | $297K | Hold |
1,570
| – | – | 0.14% | 107 |
|
|
2023
Q2 | $312K | Buy |
1,570
+1
| +0.1% | +$199 | 0.15% | 103 |
|
|
2023
Q1 | $297K | Buy |
1,569
+1
| +0.1% | +$190 | 0.14% | 104 |
|
|
2022
Q4 | $288K | Buy |
1,568
+1
| +0.1% | +$184 | 0.14% | 107 |
|
|
2022
Q3 | $268K | Hold |
1,567
| – | – | 0.13% | 102 |
|
|
2022
Q2 | $276K | Buy |
1,567
+159
| +11% | +$28K | 0.16% | 101 |
|
|
2022
Q1 | $299K | Hold |
1,408
| – | – | 0.15% | 102 |
|
|
2021
Q4 | $318K | Buy |
+1,408
| New | +$318K | 0.15% | 100 |
|
|
2021
Q2 | $317K | Hold |
1,408
| – | – | 0.17% | 92 |
|
|
2021
Q1 | $301K | Buy |
+1,408
| New | +$301K | 0.18% | 91 |
|
|
2020
Q3 | $205K | Hold |
1,408
| – | – | 0.17% | 85 |
|
|
2020
Q2 | $205K | Sell |
1,408
-65
| -4% | -$9.46K | 0.17% | 85 |
|
|
2020
Q1 | $216K | Buy |
1,473
+66
| +5% | +$9.7K | 0.21% | 85 |
|
|
2019
Q4 | $233K | Hold |
1,407
| – | – | 0.2% | 83 |
|
|
2019
Q3 | $217K | Hold |
1,407
| – | – | 0.22% | 74 |
|
|
2019
Q2 | $221K | Hold |
1,407
| – | – | 0.2% | 80 |
|
|
2019
Q1 | $215K | Sell |
1,407
-66
| -4% | -$10.1K | 0.2% | 80 |
|
|
2018
Q4 | $194K | Hold |
1,473
| – | – | 0.19% | 88 |
|
|
2018
Q3 | $239K | Buy |
1,473
+1
| +0.1% | +$163 | 0.2% | 86 |
|
|
2018
Q2 | $229K | Sell |
1,472
-1
| -0.1% | -$156 | 0.21% | 86 |
|
|
2018
Q1 | $216K | Buy |
+1,473
| New | +$216K | 0.21% | 85 |
|