SSW
Stone Summit Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
10,418
+907
| +10% | +$215K | 0.76% | 47 |
|
|
2025
Q1 | $2.11M | Sell |
9,511
-426
| -4% | -$94.5K | 0.71% | 49 |
|
|
2024
Q4 | $2.39M | Sell |
9,937
-3
| -0% | -$721 | 0.8% | 43 |
|
|
2024
Q3 | $2.36M | Buy |
9,940
+572
| +6% | +$136K | 0.76% | 43 |
|
|
2024
Q2 | $2.04M | Buy |
9,368
+173
| +2% | +$37.7K | 0.73% | 44 |
|
|
2024
Q1 | $2.1M | Buy |
9,195
+782
| +9% | +$179K | 0.73% | 47 |
|
|
2023
Q4 | $1.79M | Buy |
8,413
+590
| +8% | +$126K | 0.69% | 48 |
|
|
2023
Q3 | $1.48M | Buy |
7,823
+786
| +11% | +$149K | 0.63% | 57 |
|
|
2023
Q2 | $1.4M | Buy |
7,037
+777
| +12% | +$155K | 0.58% | 58 |
|
|
2023
Q1 | $1.19M | Buy |
6,260
+566
| +10% | +$107K | 0.53% | 62 |
|
|
2022
Q4 | $1.05M | Buy |
5,694
+255
| +5% | +$46.8K | 0.51% | 60 |
|
|
2022
Q3 | $930K | Buy |
5,439
+205
| +4% | +$35.1K | 0.57% | 55 |
|
|
2022
Q2 | $922K | Buy |
5,234
+213
| +4% | +$37.5K | 0.55% | 56 |
|
|
2022
Q1 | $1.08M | Buy |
5,021
+788
| +19% | +$169K | 0.6% | 54 |
|
|
2021
Q4 | $957K | Buy |
+4,233
| New | +$957K | 0.78% | 51 |
|