SWM
Sagace 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 | $3.59M | Sell |
15,132
-7,632
| -34% | -$1.81M | 2.68% | 14 |
|
|
2025
Q1 | $5.05M | Buy |
22,764
+99
| +0.4% | +$22K | 3.81% | 6 |
|
|
2024
Q4 | $5.45M | Sell |
22,665
-2,871
| -11% | -$690K | 4.07% | 5 |
|
|
2024
Q3 | $6.14M | Buy |
25,536
+5,452
| +27% | +$1.31M | 4.74% | 4 |
|
|
2024
Q2 | $4.62M | Buy |
+20,084
| New | +$4.62M | 4.52% | 4 |
|