LWM
Luminvest 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 | $425K | Hold |
1,786
| – | – | 0.15% | 29 |
|
|
2025
Q1 | $396K | Sell |
1,786
-2,300
| -56% | -$510K | 0.16% | 25 |
|
|
2024
Q4 | $982K | Buy |
4,086
+3
| +0.1% | +$721 | 0.4% | 17 |
|
|
2024
Q3 | $983K | Hold |
4,083
| – | – | 0.41% | 17 |
|
|
2024
Q2 | $918K | Buy |
4,083
+1,781
| +77% | +$401K | 0.43% | 17 |
|
|
2024
Q1 | $541K | Sell |
2,302
-1,302
| -36% | -$306K | 0.34% | 18 |
|
|
2023
Q4 | $854K | Buy |
+3,604
| New | +$854K | 0.56% | 13 |
|