EWM
Evermay 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 | $3.07M | Buy |
12,945
+2,293
| +22% | +$544K | 0.38% | 32 |
|
|
2025
Q1 | $2.36M | Buy |
10,652
+385
| +4% | +$85.4K | 0.31% | 38 |
|
|
2024
Q4 | $2.47M | Sell |
10,267
-493
| -5% | -$118K | 0.37% | 38 |
|
|
2024
Q3 | $2.56M | Sell |
10,760
-302
| -3% | -$71.8K | 0.41% | 36 |
|
|
2024
Q2 | $2.42M | Sell |
11,062
-56
| -0.5% | -$12.2K | 0.39% | 39 |
|
|
2024
Q1 | $2.54M | Sell |
11,118
-183
| -2% | -$41.8K | 0.38% | 39 |
|
|
2023
Q4 | $2.41M | Sell |
11,301
-780
| -6% | -$166K | 0.45% | 29 |
|
|
2023
Q3 | $2.28M | Buy |
12,081
+80
| +0.7% | +$15.1K | 0.47% | 26 |
|
|
2023
Q2 | $2.39M | Sell |
12,001
-83
| -0.7% | -$16.5K | 0.46% | 26 |
|
|
2023
Q1 | $2.29M | Sell |
12,084
-633
| -5% | -$120K | 0.46% | 26 |
|
|
2022
Q4 | $2.33M | Buy |
12,717
+3,584
| +39% | +$658K | 0.48% | 27 |
|
|
2022
Q3 | $1.56M | Sell |
9,133
-279
| -3% | -$47.7K | 0.31% | 36 |
|
|
2022
Q2 | $1.66M | Sell |
9,412
-12,305
| -57% | -$2.17M | 0.32% | 35 |
|
|
2022
Q1 | $4.62M | Buy |
21,717
+18,728
| +627% | +$3.98M | 0.77% | 18 |
|
|
2021
Q4 | $676K | Buy |
2,989
+793
| +36% | +$179K | 0.12% | 67 |
|
|
2021
Q3 | $480K | Buy |
2,196
+128
| +6% | +$28K | 0.09% | 91 |
|
|
2021
Q2 | $466K | Hold |
2,068
| – | – | 0.09% | 102 |
|
|
2021
Q1 | $443K | Hold |
2,068
| – | – | 0.09% | 98 |
|
|
2020
Q4 | $403K | Hold |
2,068
| – | – | 0.09% | 104 |
|
|
2020
Q3 | $318K | Sell |
2,068
-5
| -0.2% | -$769 | 0.08% | 114 |
|
|
2020
Q2 | $302K | Buy |
+2,073
| New | +$302K | 0.08% | 114 |
|