PPWM
Paragon Private 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 | – | Sell |
-1,823
| Closed | -$404K | – | 199 |
|
|
2025
Q1 | $404K | Buy |
+1,823
| New | +$404K | 0.19% | 133 |
|
|
2024
Q4 | – | Sell |
-851
| Closed | -$202K | – | 174 |
|
|
2024
Q3 | $202K | Sell |
851
-1,385
| -62% | -$329K | 0.1% | 159 |
|
|
2024
Q2 | $488K | Buy |
+2,236
| New | +$488K | 0.28% | 98 |
|