EWM
Evergreen Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,739
| Closed | -$379K | – | 59 |
|
|
2024
Q2 | $379K | Hold |
1,739
| – | – | 0.25% | 55 |
|
|
2024
Q1 | $398K | Hold |
1,739
| – | – | 0.27% | 54 |
|
|
2023
Q4 | $371K | Sell |
1,739
-20
| -1% | -$4.27K | 0.27% | 54 |
|
|
2023
Q3 | $333K | Sell |
1,759
-1,035
| -37% | -$196K | 0.26% | 55 |
|
|
2023
Q2 | $556K | Sell |
2,794
-71
| -2% | -$14.1K | 0.44% | 50 |
|
|
2023
Q1 | $543K | Buy |
2,865
+261
| +10% | +$49.5K | 0.48% | 48 |
|
|
2022
Q4 | $478K | Buy |
+2,604
| New | +$478K | 0.44% | 51 |
|