SVWG
Shared Vision 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 | $276K | Hold |
1,141
| – | – | 0.14% | 67 |
|
|
2025
Q1 | $253K | Hold |
1,141
| – | – | 0.14% | 69 |
|
|
2024
Q4 | $274K | Hold |
1,141
| – | – | 0.14% | 65 |
|
|
2024
Q3 | $271K | Hold |
1,141
| – | – | 0.14% | 63 |
|
|
2024
Q2 | $249K | Hold |
1,141
| – | – | 0.14% | 65 |
|
|
2024
Q1 | $261K | Hold |
1,141
| – | – | 0.16% | 61 |
|
|
2023
Q4 | $243K | Buy |
+1,141
| New | +$243K | 0.16% | 66 |
|