PWM
Paulson 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 | $1.48M | Buy |
6,245
+343
| +6% | +$81.3K | 0.38% | 29 |
|
|
2025
Q1 | $1.31M | Sell |
5,902
-3,237
| -35% | -$718K | 0.37% | 31 |
|
|
2024
Q4 | $2.2M | Sell |
9,139
-2,638
| -22% | -$634K | 0.6% | 25 |
|
|
2024
Q3 | $2.79M | Sell |
11,777
-2,358
| -17% | -$559K | 0.75% | 22 |
|
|
2024
Q2 | $3.08M | Sell |
14,135
-931
| -6% | -$203K | 0.9% | 20 |
|
|
2024
Q1 | $3.44M | Sell |
15,066
-1,179
| -7% | -$270K | 1.01% | 18 |
|
|
2023
Q4 | $3.47M | Sell |
16,245
-189
| -1% | -$40.3K | 1.11% | 18 |
|
|
2023
Q3 | $3.11M | Sell |
16,434
-20
| -0.1% | -$3.78K | 1.09% | 18 |
|
|
2023
Q2 | $3.27M | Buy |
+16,454
| New | +$3.27M | 1.12% | 18 |
|
|
2018
Q1 | – | Sell |
-28
| Closed | -$4K | – | 507 |
|
|
2017
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 491 |
|