IGWM
ICA Group 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
Q2 | $248K | Sell |
1,135
-6,970
| -86% | -$1.52M | 0.15% | 90 |
|
2024
Q1 | $1.85M | Sell |
8,105
-2
| -0% | -$457 | 0.37% | 55 |
|
2023
Q4 | $1.73M | Buy |
8,107
+161
| +2% | +$34.4K | 0.39% | 56 |
|
2023
Q3 | $1.5M | Buy |
7,946
+514
| +7% | +$97.1K | 0.42% | 59 |
|
2023
Q2 | $1.48M | Buy |
7,432
+3,998
| +116% | +$795K | 0.37% | 58 |
|
2023
Q1 | $651K | Sell |
3,434
-4,343
| -56% | -$823K | 0.16% | 127 |
|
2022
Q4 | $1.43M | Sell |
7,777
-660
| -8% | -$121K | 0.34% | 76 |
|
2022
Q3 | $1.44M | Sell |
8,437
-502
| -6% | -$85.8K | 0.31% | 79 |
|
2022
Q2 | $1.79M | Sell |
8,939
-350
| -4% | -$70.2K | 0.34% | 72 |
|
2022
Q1 | $1.83M | Buy |
+9,289
| New | +$1.83M | 0.35% | 72 |
|