LWM
Liberty Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
5,174
-4,047
| -44% | -$959K | 0.19% | 76 |
|
|
2025
Q1 | $2.05M | Buy |
9,221
+19
| +0.2% | +$4.21K | 0.39% | 49 |
|
|
2024
Q4 | $2.21M | Sell |
9,202
-343
| -4% | -$82.4K | 0.37% | 56 |
|
|
2024
Q3 | $2.26M | Buy |
9,545
+182
| +2% | +$43.2K | 0.38% | 51 |
|
|
2024
Q2 | $2.04M | Buy |
9,363
+206
| +2% | +$44.9K | 0.37% | 53 |
|
|
2024
Q1 | $2.1M | Buy |
9,157
+8,719
| +1,991% | +$2M | 0.41% | 48 |
|
|
2023
Q4 | $1.93M | Sell |
438
-8,722
| -95% | -$38.5M | 0.41% | 48 |
|
|
2023
Q3 | $1.73M | Sell |
9,160
-67
| -0.7% | -$12.7K | 0.43% | 46 |
|
|
2023
Q2 | $1.83M | Buy |
9,227
+330
| +4% | +$65.6K | 0.45% | 38 |
|
|
2023
Q1 | $1.69M | Buy |
+8,897
| New | +$1.69M | 0.35% | 53 |
|
|
2022
Q3 | $1.73M | Sell |
10,134
-119
| -1% | -$20.3K | 0.46% | 37 |
|
|
2022
Q2 | $1.88M | Buy |
10,253
+88
| +0.9% | +$16.1K | 0.76% | 30 |
|
|
2022
Q1 | $2.14M | Buy |
+10,165
| New | +$2.14M | 0.77% | 30 |
|
|
2021
Q4 | – | Sell |
-10,198
| Closed | -$2.26M | – | 50 |
|
|
2021
Q3 | $2.26M | Buy |
10,198
+1,981
| +24% | +$439K | 0.81% | 30 |
|
|
2021
Q2 | $1.82M | Sell |
8,217
-1,834
| -18% | -$406K | 0.71% | 26 |
|
|
2021
Q1 | $2.04M | Hold |
10,051
| – | – | 1% | 21 |
|
|
2020
Q4 | $2.04M | Buy |
10,051
+493
| +5% | +$100K | 1% | 21 |
|
|
2020
Q3 | $1.47M | Buy |
9,558
+84
| +0.9% | +$12.9K | 0.87% | 24 |
|
|
2020
Q2 | $1.38M | Buy |
9,474
+1,989
| +27% | +$289K | 0.97% | 20 |
|
|
2020
Q1 | $864K | Buy |
7,485
+513
| +7% | +$59.2K | 0.75% | 24 |
|
|
2019
Q4 | $1.16M | Buy |
6,972
+518
| +8% | +$85.8K | 0.91% | 20 |
|
|
2019
Q3 | $993K | Buy |
6,454
+576
| +10% | +$88.6K | 0.94% | 19 |
|
|
2019
Q2 | $921K | Buy |
5,878
+44
| +0.8% | +$6.89K | 0.81% | 19 |
|
|
2019
Q1 | $891K | Sell |
5,834
-57
| -1% | -$8.71K | 0.67% | 17 |
|
|
2018
Q4 | $777K | Buy |
+5,891
| New | +$777K | 0.58% | 21 |
|