SWM
Silverlake 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 | $1.25M | Buy |
5,294
+75
| +1% | +$17.8K | 0.36% | 82 |
|
|
2025
Q1 | $1.16M | Sell |
5,219
-167
| -3% | -$37K | 0.44% | 65 |
|
|
2024
Q4 | $1.29M | Sell |
5,386
-846
| -14% | -$203K | 0.5% | 59 |
|
|
2024
Q3 | $1.48M | Buy |
6,232
+596
| +11% | +$141K | 0.56% | 48 |
|
|
2024
Q2 | $1.23M | Buy |
5,636
+375
| +7% | +$81.8K | 0.5% | 51 |
|
|
2024
Q1 | $1.2M | Sell |
5,261
-16
| -0.3% | -$3.66K | 0.61% | 37 |
|
|
2023
Q4 | $1.13M | Buy |
5,277
+104
| +2% | +$22.2K | 0.62% | 40 |
|
|
2023
Q3 | $978K | Sell |
5,173
-4
| -0.1% | -$756 | 0.55% | 46 |
|
|
2023
Q2 | $1.03M | Sell |
5,177
-3
| -0.1% | -$597 | 0.57% | 45 |
|
|
2023
Q1 | $982K | Sell |
5,180
-40
| -0.8% | -$7.58K | 0.6% | 43 |
|
|
2022
Q4 | $958K | Sell |
5,220
-1,070
| -17% | -$196K | 0.6% | 43 |
|
|
2022
Q3 | $1.08M | Sell |
6,290
-8
| -0.1% | -$1.37K | 0.73% | 36 |
|
|
2022
Q2 | $1.11M | Buy |
6,298
+50
| +0.8% | +$8.81K | 0.72% | 36 |
|
|
2022
Q1 | $1.33M | Sell |
6,248
-2,908
| -32% | -$618K | 0.76% | 33 |
|
|
2021
Q4 | $2.07M | Buy |
+9,156
| New | +$2.07M | 1.11% | 16 |
|