SWM
SFG 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 | $2.12M | Hold |
8,948
| – | – | 1.28% | 17 |
|
|
2025
Q1 | $1.98M | Buy |
8,948
+4,995
| +126% | +$1.11M | 0.97% | 19 |
|
|
2024
Q4 | $950K | Sell |
3,953
-61
| -2% | -$14.7K | 0.5% | 33 |
|
|
2024
Q3 | $952K | Sell |
4,014
-85
| -2% | -$20.2K | 0.51% | 36 |
|
|
2024
Q2 | $894K | Buy |
4,099
+1,600
| +64% | +$349K | 0.51% | 34 |
|
|
2024
Q1 | $571K | Buy |
2,499
+294
| +13% | +$67.2K | 0.34% | 45 |
|
|
2023
Q4 | $470K | Sell |
2,205
-14
| -0.6% | -$2.99K | 0.31% | 49 |
|
|
2023
Q3 | $420K | Sell |
2,219
-411
| -16% | -$77.7K | 0.33% | 51 |
|
|
2023
Q2 | $523K | Buy |
2,630
+174
| +7% | +$34.6K | 0.44% | 42 |
|
|
2023
Q1 | $466K | Hold |
2,456
| – | – | 0.52% | 36 |
|
|
2022
Q4 | $451K | Sell |
2,456
-174
| -7% | -$31.9K | 0.56% | 36 |
|
|
2022
Q3 | $450K | Sell |
2,630
-200
| -7% | -$34.2K | 0.61% | 36 |
|
|
2022
Q2 | $498K | Sell |
2,830
-200
| -7% | -$35.2K | 0.58% | 41 |
|
|
2022
Q1 | $644K | Buy |
3,030
+10
| +0.3% | +$2.13K | 0.6% | 40 |
|
|
2021
Q4 | $683K | Buy |
+3,020
| New | +$683K | 0.61% | 44 |
|