SSWG
Seven Springs Wealth 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 | $1.5M | Hold |
6,334
| – | – | 0.37% | 28 |
|
|
2025
Q1 | $1.4M | Buy |
6,334
+163
| +3% | +$36.1K | 0.5% | 27 |
|
|
2024
Q4 | $1.48M | Hold |
6,171
| – | – | 0.55% | 25 |
|
|
2024
Q3 | $1.46M | Hold |
6,171
| – | – | 0.53% | 25 |
|
|
2024
Q2 | $1.35M | Sell |
6,171
-165
| -3% | -$36K | 0.53% | 25 |
|
|
2024
Q1 | $1.45M | Hold |
6,336
| – | – | 0.56% | 24 |
|
|
2023
Q4 | $1.35M | Sell |
6,336
-13
| -0.2% | -$2.77K | 0.61% | 22 |
|
|
2023
Q3 | $1.2M | Buy |
6,349
+13
| +0.2% | +$2.46K | 0.58% | 24 |
|
|
2023
Q2 | $1.26M | Buy |
6,336
+147
| +2% | +$29.2K | 0.6% | 22 |
|
|
2023
Q1 | $1.17M | Sell |
6,189
-106
| -2% | -$20.1K | 0.58% | 24 |
|
|
2022
Q4 | $1.16M | Hold |
6,295
| – | – | 0.56% | 24 |
|
|
2022
Q3 | $1.08M | Sell |
6,295
-27
| -0.4% | -$4.62K | 0.58% | 24 |
|
|
2022
Q2 | $1.11M | Sell |
6,322
-203
| -3% | -$35.7K | 0.56% | 23 |
|
|
2022
Q1 | $1.39M | Sell |
6,525
-20
| -0.3% | -$4.25K | 0.66% | 20 |
|
|
2021
Q4 | $1.48M | Buy |
6,545
+88
| +1% | +$19.9K | 0.68% | 21 |
|
|
2021
Q3 | $1.41M | Hold |
6,457
| – | – | 0.69% | 19 |
|
|
2021
Q2 | $1.46M | Hold |
6,457
| – | – | 0.63% | 19 |
|
|
2021
Q1 | $1.38M | Sell |
6,457
-28
| -0.4% | -$5.99K | 0.65% | 17 |
|
|
2020
Q4 | $1.26M | Sell |
6,485
-478
| -7% | -$93K | 0.65% | 17 |
|
|
2020
Q3 | $1.07M | Buy |
6,963
+26
| +0.4% | +$4K | 0.67% | 17 |
|
|
2020
Q2 | $1.01M | Sell |
6,937
-7,181
| -51% | -$1.05M | 0.64% | 15 |
|
|
2020
Q1 | $1.63M | Buy |
+14,118
| New | +$1.63M | 1.15% | 14 |
|