SHWM
Smith & Howard 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 | $12.2M | Buy |
51,657
+4,783
| +10% | +$1.13M | 3.1% | 10 |
|
|
2025
Q1 | $10.4M | Buy |
46,874
+7,821
| +20% | +$1.73M | 2.83% | 11 |
|
|
2024
Q4 | $9.38M | Buy |
39,053
+52
| +0.1% | +$12.5K | 2.65% | 10 |
|
|
2024
Q3 | $9.25M | Buy |
39,001
+545
| +1% | +$129K | 2.6% | 13 |
|
|
2024
Q2 | $8.38M | Buy |
38,456
+304
| +0.8% | +$66.3K | 2.49% | 13 |
|
|
2024
Q1 | $8.72M | Sell |
38,152
-1,830
| -5% | -$418K | 2.69% | 10 |
|
|
2023
Q4 | $8.53M | Buy |
39,982
+2,838
| +8% | +$605K | 3.02% | 9 |
|
|
2023
Q3 | $7.02M | Sell |
37,144
-1,651
| -4% | -$312K | 2.46% | 13 |
|
|
2023
Q2 | $7.72M | Buy |
38,795
+3,099
| +9% | +$616K | 2.72% | 11 |
|
|
2023
Q1 | $6.77M | Buy |
35,696
+2,137
| +6% | +$405K | 2.33% | 14 |
|
|
2022
Q4 | $6.16M | Buy |
33,559
+1,437
| +4% | +$264K | 2.35% | 15 |
|
|
2022
Q3 | $5.49M | Buy |
32,122
+3,083
| +11% | +$527K | 2.34% | 13 |
|
|
2022
Q2 | $5.11M | Buy |
29,039
+6,297
| +28% | +$1.11M | 2.17% | 15 |
|
|
2022
Q1 | $4.83M | Buy |
22,742
+4,569
| +25% | +$971K | 2.03% | 15 |
|
|
2021
Q4 | $4.11M | Buy |
18,173
+39
| +0.2% | +$8.81K | 1.86% | 16 |
|
|
2021
Q3 | $3.97M | Sell |
18,134
-169
| -0.9% | -$37K | 1.87% | 14 |
|
|
2021
Q2 | $4.12M | Sell |
18,303
-256
| -1% | -$57.7K | 1.96% | 14 |
|
|
2021
Q1 | $3.97M | Sell |
18,559
-785
| -4% | -$168K | 1.99% | 16 |
|
|
2020
Q4 | $3.77M | Buy |
19,344
+669
| +4% | +$130K | 2.01% | 16 |
|
|
2020
Q3 | $2.87M | Buy |
18,675
+1,257
| +7% | +$193K | 1.69% | 19 |
|
|
2020
Q2 | $2.54M | Sell |
17,418
-2,421
| -12% | -$353K | 1.58% | 19 |
|
|
2020
Q1 | $2.29M | Buy |
19,839
+5,176
| +35% | +$597K | 1.46% | 17 |
|
|
2019
Q4 | $2.43M | Buy |
14,663
+3,343
| +30% | +$554K | 0.83% | 25 |
|
|
2019
Q3 | $1.74M | Buy |
11,320
+8,671
| +327% | +$1.33M | 0.69% | 23 |
|
|
2019
Q2 | $415K | Buy |
+2,649
| New | +$415K | 0.18% | 37 |
|