IFWM
Institute for Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,269
| Closed | -$240K | – | 488 |
|
|
2023
Q3 | $240K | Hold |
1,269
| – | – | 0.04% | 387 |
|
|
2023
Q2 | $252K | Buy |
1,269
+45
| +4% | +$8.95K | 0.04% | 396 |
|
|
2023
Q1 | $232K | Buy |
1,224
+37
| +3% | +$7.01K | 0.04% | 400 |
|
|
2022
Q4 | $218K | Sell |
1,187
-46
| -4% | -$8.45K | 0.05% | 400 |
|
|
2022
Q3 | $211K | Hold |
1,233
| – | – | 0.05% | 413 |
|
|
2022
Q2 | $217K | Buy |
1,233
+160
| +15% | +$28.2K | 0.04% | 470 |
|
|
2022
Q1 | $228K | Sell |
1,073
-40
| -4% | -$8.5K | 0.04% | 485 |
|
|
2021
Q4 | $252K | Hold |
1,113
| – | – | 0.04% | 415 |
|
|
2021
Q3 | $243K | Sell |
1,113
-32
| -3% | -$6.99K | 0.04% | 417 |
|
|
2021
Q2 | $258K | Hold |
1,145
| – | – | 0.05% | 412 |
|
|
2021
Q1 | $245K | Buy |
+1,145
| New | +$245K | 0.05% | 399 |
|
|
2020
Q1 | – | Sell |
-916
| Closed | -$152K | – | 653 |
|
|
2019
Q4 | $152K | Buy |
+916
| New | +$152K | 0.03% | 439 |
|
|
2019
Q2 | – | Sell |
-1,951
| Closed | -$298K | – | 494 |
|
|
2019
Q1 | $298K | Buy |
+1,951
| New | +$298K | 0.06% | 338 |
|