SWP
Summit 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 | $3.51M | Sell |
14,827
-977
| -6% | -$232K | 0.67% | 38 |
|
|
2025
Q1 | $3.5M | Sell |
15,804
-1,259
| -7% | -$279K | 0.71% | 34 |
|
|
2024
Q4 | $4.1M | Sell |
17,063
-954
| -5% | -$229K | 0.84% | 30 |
|
|
2024
Q3 | $4.27M | Buy |
18,017
+173
| +1% | +$41K | 0.82% | 29 |
|
|
2024
Q2 | $3.89M | Sell |
17,844
-1,882
| -10% | -$410K | 0.81% | 31 |
|
|
2024
Q1 | $4.51M | Sell |
19,726
-477
| -2% | -$109K | 0.96% | 24 |
|
|
2023
Q4 | $4.31M | Sell |
20,203
-229
| -1% | -$48.9K | 1% | 24 |
|
|
2023
Q3 | $3.86M | Buy |
20,432
+742
| +4% | +$140K | 0.99% | 26 |
|
|
2023
Q2 | $3.92M | Sell |
19,690
-269
| -1% | -$53.5K | 0.98% | 25 |
|
|
2023
Q1 | $3.78M | Sell |
19,959
-252
| -1% | -$47.8K | 0.97% | 26 |
|
|
2022
Q4 | $3.71M | Buy |
20,211
+2,121
| +12% | +$389K | 0.98% | 26 |
|
|
2022
Q3 | $3.09M | Sell |
18,090
-1,633
| -8% | -$279K | 0.87% | 27 |
|
|
2022
Q2 | $3.47M | Sell |
19,723
-2,290
| -10% | -$403K | 0.93% | 26 |
|
|
2022
Q1 | $4.68M | Buy |
22,013
+404
| +2% | +$85.9K | 1.06% | 24 |
|
|
2021
Q4 | $4.88M | Buy |
21,609
+569
| +3% | +$129K | 1.05% | 24 |
|
|
2021
Q3 | $4.6M | Buy |
21,040
+679
| +3% | +$148K | 1.09% | 23 |
|
|
2021
Q2 | $4.59M | Buy |
20,361
+549
| +3% | +$124K | 1.1% | 23 |
|
|
2021
Q1 | $4.24M | Sell |
19,812
-321
| -2% | -$68.7K | 1.09% | 23 |
|
|
2020
Q4 | $3.92M | Buy |
20,133
+4,605
| +30% | +$897K | 1.07% | 23 |
|
|
2020
Q3 | $2.39M | Buy |
15,528
+11,857
| +323% | +$1.82M | 0.72% | 30 |
|
|
2020
Q2 | $535K | Hold |
3,671
| – | – | 0.17% | 83 |
|
|
2020
Q1 | $424K | Buy |
+3,671
| New | +$424K | 0.17% | 68 |
|