SRWM
Shira Ridge 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 | $201K | Buy |
+847
| New | +$201K | 0.09% | 83 |
|
|
2025
Q1 | – | Sell |
-1,870
| Closed | -$449K | – | 81 |
|
|
2024
Q4 | $449K | Buy |
1,870
+57
| +3% | +$13.7K | 0.22% | 52 |
|
|
2024
Q3 | $430K | Buy |
1,813
+608
| +50% | +$144K | 0.22% | 58 |
|
|
2024
Q2 | $263K | Buy |
+1,205
| New | +$263K | 0.15% | 69 |
|