SSWM
Sheets Smith 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 | $320K | Sell |
1,351
-2
| -0.1% | -$474 | 0.04% | 335 |
|
|
2025
Q1 | $300K | Sell |
1,353
-2
| -0.1% | -$444 | 0.04% | 304 |
|
|
2024
Q4 | $326K | Hold |
1,355
| – | – | 0.04% | 308 |
|
|
2024
Q3 | $321K | Sell |
1,355
-22
| -2% | -$5.22K | 0.04% | 311 |
|
|
2024
Q2 | $300K | Sell |
1,377
-37
| -3% | -$8.07K | 0.04% | 314 |
|
|
2024
Q1 | $323K | Buy |
+1,414
| New | +$323K | 0.04% | 313 |
|
|
2023
Q4 | – | Sell |
-377
| Closed | -$71.3K | – | 491 |
|
|
2023
Q3 | $71.3K | Buy |
+377
| New | +$71.3K | 0.01% | 370 |
|
|
2014
Q4 | – | Sell |
-5,741
| Closed | -$635K | – | 276 |
|
|
2014
Q3 | $635K | Sell |
5,741
-771
| -12% | -$85.3K | 0.17% | 157 |
|
|
2014
Q2 | $763K | Sell |
6,512
-5,445
| -46% | -$638K | 0.2% | 152 |
|
|
2014
Q1 | $1.35M | Sell |
11,957
-124
| -1% | -$14K | 0.38% | 73 |
|
|
2013
Q4 | $1.33M | Sell |
12,081
-573
| -5% | -$63K | 0.37% | 69 |
|
|
2013
Q3 | $1.3M | Hold |
12,654
| – | – | 0.42% | 64 |
|
|
2013
Q2 | $1.19M | Buy |
+12,654
| New | +$1.19M | 0.4% | 68 |
|