SWP
Strategic Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
+512
| New | +$121K | 0.01% | 367 |
|
|
2022
Q2 | – | Sell |
-3,480
| Closed | -$740K | – | 287 |
|
|
2022
Q1 | $740K | Sell |
3,480
-42
| -1% | -$8.93K | 0.14% | 150 |
|
|
2021
Q4 | $796K | Sell |
3,522
-118
| -3% | -$26.7K | 0.15% | 159 |
|
|
2021
Q3 | $796K | Buy |
3,640
+404
| +12% | +$88.3K | 0.23% | 121 |
|
|
2021
Q2 | $729K | Buy |
+3,236
| New | +$729K | 0.24% | 108 |
|
|
2020
Q2 | – | Sell |
-2,464
| Closed | -$408K | – | 169 |
|
|
2020
Q1 | $408K | Hold |
2,464
| – | – | 0.21% | 99 |
|
|
2019
Q4 | $408K | Buy |
2,464
+37
| +2% | +$6.13K | 0.21% | 99 |
|
|
2019
Q3 | $367 | Sell |
2,427
-643
| -21% | -$97 | ﹤0.01% | 231 |
|
|
2019
Q2 | $480K | Sell |
3,070
-469
| -13% | -$73.3K | 0.23% | 93 |
|
|
2019
Q1 | $548K | Sell |
3,539
-218
| -6% | -$33.8K | 0.25% | 95 |
|
|
2018
Q4 | $544K | Sell |
3,757
-76
| -2% | -$11K | 0.27% | 91 |
|
|
2018
Q3 | $623K | Sell |
3,833
-513
| -12% | -$83.4K | 0.33% | 84 |
|
|
2018
Q2 | $677K | Sell |
4,346
-3,569
| -45% | -$556K | 0.39% | 80 |
|
|
2018
Q1 | $1.16M | Sell |
7,915
-1,819
| -19% | -$267K | 0.6% | 45 |
|
|
2017
Q4 | $1.39M | Buy |
+9,734
| New | +$1.39M | 0.77% | 36 |
|