QPWM
Quadrant Private 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 | $951K | Buy |
4,001
+1,726
| +76% | +$410K | 0.2% | 100 |
|
|
2025
Q1 | $504K | Sell |
2,275
-261
| -10% | -$57.9K | 0.13% | 139 |
|
|
2024
Q4 | $609K | Buy |
2,536
+529
| +26% | +$127K | 0.15% | 125 |
|
|
2024
Q3 | $477K | Sell |
2,007
-1
| -0% | -$238 | 0.12% | 146 |
|
|
2024
Q2 | $440K | Buy |
+2,008
| New | +$440K | 0.1% | 156 |
|
|
2023
Q3 | – | Sell |
-1,307
| Closed | -$260K | – | 248 |
|
|
2023
Q2 | $260K | Sell |
1,307
-445
| -25% | -$88.5K | 0.08% | 201 |
|
|
2023
Q1 | $332K | Hold |
1,752
| – | – | 0.1% | 162 |
|
|
2022
Q4 | $322K | Buy |
+1,752
| New | +$322K | 0.11% | 167 |
|
|
2022
Q2 | $208K | Buy |
+1,182
| New | +$208K | 0.09% | 187 |
|