IWS
Integrity Wealth Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Buy |
3,456
+1,811
| +110% | +$429K | 0.4% | 55 |
|
|
2025
Q1 | $365K | Sell |
1,645
-85
| -5% | -$18.8K | 0.2% | 79 |
|
|
2024
Q4 | $416K | Buy |
1,730
+205
| +13% | +$49.2K | 0.23% | 69 |
|
|
2024
Q3 | $363K | Buy |
1,525
+63
| +4% | +$15K | 0.21% | 71 |
|
|
2024
Q2 | $320K | Sell |
1,462
-196
| -12% | -$42.9K | 0.21% | 73 |
|
|
2024
Q1 | $379K | Buy |
1,658
+158
| +11% | +$36.1K | 0.25% | 67 |
|
|
2023
Q4 | $320K | Buy |
+1,500
| New | +$320K | 0.22% | 73 |
|