PWMG
Private Wealth Management Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Hold |
480
| – | – | 0.04% | 110 |
|
|
2025
Q1 | $106K | Hold |
480
| – | – | 0.04% | 111 |
|
|
2024
Q4 | $115K | Hold |
480
| – | – | 0.04% | 107 |
|
|
2024
Q3 | $114K | Hold |
480
| – | – | 0.05% | 99 |
|
|
2024
Q2 | $105K | Hold |
480
| – | – | 0.05% | 103 |
|
|
2024
Q1 | $110K | Hold |
480
| – | – | 0.05% | 95 |
|
|
2023
Q4 | $102K | Buy |
+480
| New | +$102K | 0.05% | 97 |
|