LWM
Lodestone 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 | $460K | Hold |
1,940
| – | – | 0.22% | 102 |
|
|
2025
Q1 | $430K | Buy |
1,940
+2
| +0.1% | +$443 | 0.23% | 102 |
|
|
2024
Q4 | $466K | Buy |
1,938
+3
| +0.2% | +$721 | 0.23% | 99 |
|
|
2024
Q3 | $459K | Sell |
1,935
-14
| -0.7% | -$3.32K | 0.23% | 94 |
|
|
2024
Q2 | $425K | Sell |
1,949
-15
| -0.8% | -$3.27K | 0.22% | 104 |
|
|
2024
Q1 | $449K | Sell |
1,964
-37
| -2% | -$8.46K | 0.24% | 101 |
|
|
2023
Q4 | $427K | Buy |
2,001
+360
| +22% | +$76.8K | 0.25% | 93 |
|
|
2023
Q3 | $310K | Sell |
1,641
-115
| -7% | -$21.7K | 0.22% | 101 |
|
|
2023
Q2 | $349K | Sell |
1,756
-11
| -0.6% | -$2.19K | 0.24% | 100 |
|
|
2023
Q1 | $335K | Sell |
1,767
-23
| -1% | -$4.36K | 0.26% | 93 |
|
|
2022
Q4 | $329K | Buy |
+1,790
| New | +$329K | 0.27% | 86 |
|