PWS
Precision Wealth Strategies’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
9,302
-1,619
| -15% | -$384K | 0.72% | 37 |
|
|
2025
Q1 | $2.42M | Buy |
+10,921
| New | +$2.42M | 1.85% | 19 |
|
|
2024
Q4 | – | Sell |
-7,835
| Closed | -$1.86M | – | 128 |
|
|
2024
Q3 | $1.86M | Buy |
7,835
+2,732
| +54% | +$648K | 1.72% | 15 |
|
|
2024
Q2 | $1.11M | Buy |
+5,103
| New | +$1.11M | 1.15% | 20 |
|