LWM
LJI 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 | $348K | Hold |
1,469
| – | – | 0.06% | 132 |
|
|
2025
Q1 | $326K | Hold |
1,469
| – | – | 0.06% | 126 |
|
|
2024
Q4 | $353K | Hold |
1,469
| – | – | 0.07% | 117 |
|
|
2024
Q3 | $349K | Sell |
1,469
-348
| -19% | -$82.6K | 0.07% | 139 |
|
|
2024
Q2 | $396K | Sell |
1,817
-100
| -5% | -$21.8K | 0.09% | 118 |
|
|
2024
Q1 | $438K | Buy |
1,917
+79
| +4% | +$18.1K | 0.11% | 88 |
|
|
2023
Q4 | $392K | Sell |
1,838
-134
| -7% | -$28.6K | 0.1% | 107 |
|
|
2023
Q3 | $373K | Hold |
1,972
| – | – | 0.11% | 100 |
|
|
2023
Q2 | $392K | Buy |
1,972
+318
| +19% | +$63.3K | 0.11% | 91 |
|
|
2023
Q1 | $314K | Hold |
1,654
| – | – | 0.1% | 108 |
|
|
2022
Q4 | $304K | Buy |
+1,654
| New | +$304K | 0.11% | 97 |
|