SPWM
Schrum 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 | $1.41M | Buy |
5,938
+43
| +0.7% | +$10.2K | 1.13% | 26 |
|
|
2025
Q1 | $1.31M | Buy |
5,895
+33
| +0.6% | +$7.32K | 1.15% | 24 |
|
|
2024
Q4 | $1.41M | Sell |
5,862
-3,600
| -38% | -$865K | 1.19% | 22 |
|
|
2024
Q3 | $2.24M | Buy |
9,462
+5,960
| +170% | +$1.41M | 1.16% | 20 |
|
|
2024
Q2 | $764K | Sell |
3,502
-20
| -0.6% | -$4.36K | 0.69% | 40 |
|
|
2024
Q1 | $805K | Buy |
3,522
+364
| +12% | +$83.2K | 0.73% | 39 |
|
|
2023
Q4 | $674K | Buy |
3,158
+692
| +28% | +$148K | 0.96% | 30 |
|
|
2023
Q3 | $467K | Buy |
2,466
+3
| +0.1% | +$568 | 0.53% | 54 |
|
|
2023
Q2 | $490K | Buy |
2,463
+2
| +0.1% | +$398 | 0.53% | 54 |
|
|
2023
Q1 | $466K | Sell |
2,461
-318
| -11% | -$60.3K | 0.54% | 55 |
|
|
2022
Q4 | $510K | Sell |
2,779
-4
| -0.1% | -$734 | 0.6% | 49 |
|
|
2022
Q3 | $476K | Buy |
2,783
+13
| +0.5% | +$2.22K | 0.6% | 49 |
|
|
2022
Q2 | $488K | Buy |
2,770
+42
| +2% | +$7.4K | 0.55% | 56 |
|
|
2022
Q1 | $539K | Buy |
2,728
+91
| +3% | +$18K | 0.54% | 55 |
|
|
2021
Q4 | $597K | Buy |
+2,637
| New | +$597K | 0.54% | 52 |
|