Janiczek 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 | $544K | Hold |
2,494
| – | – | 0.11% | 82 |
|
|
2024
Q1 | $570K | Buy |
2,494
+1,859
| +293% | +$425K | 0.12% | 78 |
|
|
2023
Q4 | $135K | Buy |
635
+260
| +69% | +$55.5K | 0.03% | 227 |
|
|
2023
Q3 | $70.9K | Buy |
+375
| New | +$70.9K | 0.02% | 314 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | -$1K | – | 1078 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 881 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 915 |
|
|
2022
Q1 | $1K | Sell |
4
-2
| -33% | -$500 | ﹤0.01% | 907 |
|
|
2021
Q4 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 966 |
|
|
2021
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 936 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$2K | – | 725 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 308 |
|
|
2020
Q1 | $2K | Sell |
15
-44
| -75% | -$5.87K | ﹤0.01% | 134 |
|
|
2019
Q4 | $10K | Sell |
59
-9
| -13% | -$1.53K | ﹤0.01% | 112 |
|
|
2019
Q3 | $11K | Sell |
68
-462
| -87% | -$74.7K | 0.01% | 110 |
|
|
2019
Q2 | $83K | Buy |
530
+123
| +30% | +$19.3K | 0.04% | 57 |
|
|
2019
Q1 | $62K | Hold |
407
| – | – | 0.03% | 70 |
|
|
2018
Q4 | $54K | Buy |
407
+391
| +2,444% | +$51.9K | 0.03% | 75 |
|
|
2018
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 119 |
|
|
2018
Q2 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 122 |
|