SGWM
Sterling Group 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
Q1 | – | Sell |
-873
| Closed | -$210K | – | 65 |
|
|
2024
Q4 | $210K | Hold |
873
| – | – | 0.11% | 62 |
|
|
2024
Q3 | $207K | Sell |
873
-211
| -19% | -$50K | 0.11% | 62 |
|
|
2024
Q2 | $236K | Buy |
+1,084
| New | +$236K | 0.14% | 51 |
|
|
2024
Q1 | – | Sell |
-1,338
| Closed | -$286K | – | 45 |
|
|
2023
Q4 | $286K | Sell |
1,338
-16
| -1% | -$3.42K | 0.22% | 43 |
|
|
2023
Q3 | $256K | Hold |
1,354
| – | – | 0.24% | 43 |
|
|
2023
Q2 | $269K | Buy |
1,354
+149
| +12% | +$29.6K | 0.23% | 43 |
|
|
2023
Q1 | $228K | Buy |
+1,205
| New | +$228K | 0.22% | 48 |
|