EW
Enzi Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,016
| Closed | -$209K | – | 61 |
|
|
2023
Q2 | $209K | Sell |
1,016
-159
| -14% | -$32.7K | 0.11% | 57 |
|
|
2023
Q1 | $223K | Sell |
1,175
-1,915
| -62% | -$363K | 0.11% | 62 |
|
|
2022
Q4 | $608K | Hold |
3,090
| – | – | 0.29% | 39 |
|
|
2022
Q3 | $600K | Buy |
+3,090
| New | +$600K | 0.29% | 38 |
|