SMWM
Silvia McColl 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 | $263K | Hold |
1,110
| – | – | 0.19% | 92 |
|
2025
Q1 | $246K | Hold |
1,110
| – | – | 0.19% | 93 |
|
2024
Q4 | $267K | Hold |
1,110
| – | – | 0.2% | 88 |
|
2024
Q3 | $263K | Hold |
1,110
| – | – | 0.2% | 89 |
|
2024
Q2 | $242K | Hold |
1,110
| – | – | 0.2% | 93 |
|
2024
Q1 | $245K | Buy |
1,110
+11
| +1% | +$2.42K | 0.21% | 92 |
|
2023
Q4 | $234K | Buy |
1,099
+4
| +0.4% | +$853 | 0.21% | 92 |
|
2023
Q3 | $207K | Hold |
1,095
| – | – | 0.21% | 95 |
|
2023
Q2 | $218K | Hold |
1,095
| – | – | 0.2% | 95 |
|
2023
Q1 | $208K | Hold |
1,095
| – | – | 0.21% | 96 |
|
2022
Q4 | $201K | Buy |
+1,095
| New | +$201K | 0.2% | 103 |
|