LWP
Laurel Wealth Planning’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
4,257
-53
| -1% | -$12.6K | 0.57% | 36 |
|
|
2025
Q1 | $956K | Sell |
4,310
-96
| -2% | -$21.3K | 0.64% | 34 |
|
|
2024
Q4 | $1.06M | Sell |
4,406
-281
| -6% | -$67.5K | 0.68% | 34 |
|
|
2024
Q3 | $1.11M | Buy |
4,687
+55
| +1% | +$13K | 0.73% | 30 |
|
|
2024
Q2 | $1.01M | Sell |
4,632
-1,746
| -27% | -$381K | 0.7% | 30 |
|
|
2024
Q1 | $1.46M | Sell |
6,378
-190
| -3% | -$43.4K | 0.97% | 27 |
|
|
2023
Q4 | $1.4M | Sell |
6,568
-908
| -12% | -$194K | 0.99% | 26 |
|
|
2023
Q3 | $1.41M | Sell |
7,476
-1,420
| -16% | -$268K | 1.1% | 25 |
|
|
2023
Q2 | $1.77M | Sell |
8,896
-1,466
| -14% | -$292K | 1.26% | 27 |
|
|
2023
Q1 | $1.96M | Sell |
10,362
-2,443
| -19% | -$463K | 1.3% | 30 |
|
|
2022
Q4 | $2.35M | Sell |
12,805
-763
| -6% | -$140K | 1.52% | 26 |
|
|
2022
Q3 | $2.32M | Buy |
13,568
+1,421
| +12% | +$243K | 1.71% | 20 |
|
|
2022
Q2 | $2.14M | Sell |
12,147
-2,195
| -15% | -$387K | 1.51% | 25 |
|
|
2022
Q1 | $3.05M | Sell |
14,342
-1,454
| -9% | -$309K | 2.06% | 17 |
|
|
2021
Q4 | $3.57M | Sell |
15,796
-2,390
| -13% | -$540K | 2.71% | 14 |
|
|
2021
Q3 | $3.98M | Sell |
18,186
-1,047
| -5% | -$229K | 3.21% | 11 |
|
|
2021
Q2 | $4.33M | Sell |
19,233
-1,055
| -5% | -$238K | 3.78% | 8 |
|
|
2021
Q1 | $4.34M | Buy |
20,288
+1,475
| +8% | +$316K | 3.97% | 9 |
|
|
2020
Q4 | $3.66M | Buy |
+18,813
| New | +$3.66M | 3.57% | 12 |
|