PWP
Perfromance Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
11,254
+458
| +4% | +$109K | 0.09% | 42 |
|
|
2025
Q1 | $2.39M | Buy |
10,796
+758
| +8% | +$168K | 0.09% | 41 |
|
|
2024
Q4 | $2.41M | Buy |
10,038
+596
| +6% | +$143K | 0.08% | 43 |
|
|
2024
Q3 | $2.24M | Buy |
9,442
+902
| +11% | +$214K | 0.08% | 43 |
|
|
2024
Q2 | $1.86M | Sell |
8,540
-16,980
| -67% | -$3.7M | 0.07% | 43 |
|
|
2024
Q1 | $5.83M | Sell |
25,520
-14,396
| -36% | -$3.29M | 0.24% | 31 |
|
|
2023
Q4 | $8.52M | Sell |
39,916
-1,038
| -3% | -$221K | 0.37% | 23 |
|
|
2023
Q3 | $7.74M | Buy |
40,954
+7,207
| +21% | +$1.36M | 0.38% | 26 |
|
|
2023
Q2 | $6.67M | Buy |
33,747
+6,861
| +26% | +$1.36M | 0.31% | 27 |
|
|
2023
Q1 | $5.1M | Buy |
26,886
+19,017
| +242% | +$3.6M | 0.26% | 32 |
|
|
2022
Q4 | $1.44M | Buy |
+7,869
| New | +$1.44M | 0.09% | 61 |
|