SWM
Selective 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 | $249K | Sell |
1,024
-145
| -12% | -$35.3K | 0.09% | 89 |
|
|
2025
Q1 | $241K | Sell |
1,169
-91
| -7% | -$18.7K | 0.1% | 85 |
|
|
2024
Q4 | $305K | Sell |
1,260
-242
| -16% | -$58.7K | 0.12% | 75 |
|
|
2024
Q3 | $353K | Sell |
1,502
-408
| -21% | -$95.9K | 0.15% | 75 |
|
|
2024
Q2 | $413K | Sell |
1,910
-44
| -2% | -$9.51K | 0.18% | 66 |
|
|
2024
Q1 | $431K | Sell |
1,954
-121
| -6% | -$26.7K | 0.19% | 66 |
|
|
2023
Q4 | $428K | Sell |
2,075
-355
| -15% | -$73.3K | 0.22% | 52 |
|
|
2023
Q3 | $447K | Sell |
2,430
-242
| -9% | -$44.5K | 0.25% | 46 |
|
|
2023
Q2 | $534K | Buy |
+2,672
| New | +$534K | 0.27% | 46 |
|
|
2022
Q4 | $498K | Sell |
2,558
-92
| -3% | -$17.9K | 0.26% | 51 |
|
|
2022
Q3 | $453K | Sell |
2,650
-233
| -8% | -$39.8K | 0.19% | 66 |
|
|
2022
Q2 | $508K | Buy |
2,883
+2,567
| +812% | +$452K | 0.18% | 74 |
|
|
2022
Q1 | $67K | Buy |
+316
| New | +$67K | 0.02% | 258 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$58K | – | 428 |
|
|
2020
Q4 | $58K | Hold |
300
| – | – | 0.04% | 105 |
|
|
2020
Q3 | $46K | Hold |
300
| – | – | 0.04% | 103 |
|
|
2020
Q2 | $44K | Buy |
+300
| New | +$44K | 0.04% | 116 |
|