FWM
FSA 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 | $70.9K | Buy |
299
+1
| +0.3% | +$237 | 0.03% | 119 |
|
|
2025
Q1 | $66.1K | Buy |
298
+8
| +3% | +$1.78K | 0.03% | 121 |
|
|
2024
Q4 | $69.6K | Buy |
290
+2
| +0.7% | +$480 | 0.03% | 118 |
|
|
2024
Q3 | $68.3K | Buy |
+288
| New | +$68.3K | 0.03% | 125 |
|
|
2024
Q1 | $61.7K | Buy |
270
+269
| +26,900% | +$61.5K | 0.03% | 126 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 596 |
|
|
2020
Q2 | – | Sell |
-47
| Closed | -$5K | – | 417 |
|
|
2020
Q1 | $5K | Hold |
47
| – | – | ﹤0.01% | 308 |
|
|
2019
Q4 | $8K | Buy |
+47
| New | +$8K | 0.01% | 343 |
|