PWP
Personal Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,149
| Closed | -$457K | – | 63 |
|
|
2022
Q1 | $457K | Hold |
2,149
| – | – | 0.2% | 49 |
|
|
2021
Q4 | $486K | Sell |
2,149
-400
| -16% | -$90.5K | 0.2% | 52 |
|
|
2021
Q3 | $557K | Buy |
2,549
+67
| +3% | +$14.6K | 0.23% | 44 |
|
|
2021
Q2 | $559K | Hold |
2,482
| – | – | 0.23% | 45 |
|
|
2021
Q1 | $531K | Hold |
2,482
| – | – | 0.24% | 44 |
|
|
2020
Q4 | $483K | Hold |
2,482
| – | – | 0.23% | 43 |
|
|
2020
Q3 | $382K | Hold |
2,482
| – | – | 0.2% | 49 |
|
|
2020
Q2 | $362K | Buy |
+2,482
| New | +$362K | 0.2% | 47 |
|
|
2020
Q1 | – | Sell |
-854
| Closed | -$141K | – | 588 |
|
|
2019
Q4 | $141K | Hold |
854
| – | – | 0.06% | 86 |
|
|
2019
Q3 | $131K | Buy |
854
+287
| +51% | +$44K | 0.06% | 88 |
|
|
2019
Q2 | $89K | Buy |
+567
| New | +$89K | 0.04% | 93 |
|