FWM
Fairhaven 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
Q4 | $224K | Sell |
933
-10
| -1% | -$2.4K | 0.07% | 103 |
|
|
2024
Q3 | $224K | Buy |
943
+22
| +2% | +$5.22K | 0.07% | 107 |
|
|
2024
Q2 | $201K | Buy |
+921
| New | +$201K | 0.07% | 111 |
|
|
2023
Q3 | – | Sell |
-1,064
| Closed | -$212K | – | 126 |
|
|
2023
Q2 | $212K | Buy |
+1,064
| New | +$212K | 0.08% | 105 |
|
|
2022
Q4 | – | Sell |
-1,990
| Closed | -$340K | – | 127 |
|
|
2022
Q3 | $340K | Buy |
+1,990
| New | +$340K | 0.15% | 65 |
|