FWM
Fonville 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 | $10.1M | Sell |
42,428
-336
| -0.8% | -$79.7K | 2.55% | 11 |
|
|
2025
Q1 | $9.39M | Buy |
42,764
+7,591
| +22% | +$1.67M | 2.77% | 10 |
|
|
2024
Q4 | $8.45M | Buy |
35,173
+489
| +1% | +$117K | 2.79% | 9 |
|
|
2024
Q3 | $8.24M | Sell |
34,684
-1,084
| -3% | -$258K | 2.85% | 9 |
|
|
2024
Q2 | $7.81M | Buy |
35,768
+593
| +2% | +$130K | 3.1% | 8 |
|
|
2024
Q1 | $8.04M | Buy |
35,175
+2,587
| +8% | +$591K | 3.56% | 6 |
|
|
2023
Q4 | $6.95M | Buy |
+32,588
| New | +$6.95M | 3.69% | 4 |
|