LWM
LongView 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 | $3.48M | Sell |
14,687
-7,097
| -33% | -$1.68M | 1.05% | 23 |
|
|
2025
Q1 | $4.83M | Buy |
21,784
+69
| +0.3% | +$15.3K | 1.45% | 17 |
|
|
2024
Q4 | $5.22M | Buy |
21,715
+544
| +3% | +$131K | 1.59% | 16 |
|
|
2024
Q3 | $5.02M | Buy |
21,171
+653
| +3% | +$155K | 1.6% | 16 |
|
|
2024
Q2 | $4.47M | Sell |
20,518
-1,236
| -6% | -$269K | 1.65% | 17 |
|
|
2024
Q1 | $4.97M | Sell |
21,754
-1,043
| -5% | -$238K | 1.97% | 11 |
|
|
2023
Q4 | $4.76M | Buy |
+22,797
| New | +$4.76M | 2.12% | 8 |
|