SPWM
Spartan Planning & Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18.3K | Buy |
86
+49
| +132% | +$10.5K | 0.02% | 165 |
|
|
2023
Q3 | $7K | Buy |
+37
| New | +$7K | 0.01% | 110 |
|
|
2022
Q4 | $6.79K | Hold |
37
| – | – | 0.01% | 121 |
|
|
2022
Q3 | $6K | Buy |
37
+1
| +3% | +$162 | 0.01% | 58 |
|
|
2022
Q2 | $6K | Buy |
36
+3
| +9% | +$500 | 0.01% | 75 |
|
|
2022
Q1 | $7K | Buy |
+33
| New | +$7K | 0.01% | 116 |
|