FNWM
Financial Network 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
Q1 | $616K | Sell |
2,780
-57
| -2% | -$12.6K | 0.22% | 62 |
|
|
2024
Q4 | $681K | Sell |
2,837
-8
| -0.3% | -$1.92K | 0.24% | 57 |
|
|
2024
Q3 | $676K | Sell |
2,845
-23
| -0.8% | -$5.47K | 0.24% | 60 |
|
|
2024
Q2 | $627K | Buy |
+2,868
| New | +$627K | 0.24% | 60 |
|
|
2024
Q1 | – | Sell |
-2,868
| Closed | -$611K | – | 98 |
|
|
2023
Q4 | $611K | Buy |
2,868
+5
| +0.2% | +$1.07K | 0.26% | 53 |
|
|
2023
Q3 | $534K | Buy |
2,863
+18
| +0.6% | +$3.36K | 0.26% | 55 |
|
|
2023
Q2 | $589K | Sell |
2,845
-726
| -20% | -$150K | 0.27% | 54 |
|
|
2023
Q1 | $677K | Buy |
3,571
+245
| +7% | +$46.4K | 0.34% | 49 |
|
|
2022
Q4 | $610K | Buy |
3,326
+2,063
| +163% | +$379K | 0.33% | 50 |
|
|
2022
Q3 | $216K | Sell |
1,263
-157
| -11% | -$26.9K | 0.13% | 84 |
|
|
2022
Q2 | $250K | Buy |
1,420
+186
| +15% | +$32.7K | 0.15% | 73 |
|
|
2022
Q1 | $262K | Buy |
1,234
+7
| +0.6% | +$1.49K | 0.14% | 88 |
|
|
2021
Q4 | $277K | Hold |
1,227
| – | – | 0.14% | 86 |
|
|
2021
Q3 | $268K | Hold |
1,227
| – | – | 0.15% | 88 |
|
|
2021
Q2 | $276K | Hold |
1,227
| – | – | 0.16% | 82 |
|
|
2021
Q1 | $263K | Buy |
+1,227
| New | +$263K | 0.17% | 85 |
|