SWRP
Summit Wealth & Retirement Planning’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
9,454
+6,575
| +228% | +$1.56M | 0.6% | 23 |
|
|
2025
Q1 | $638K | Buy |
2,879
+404
| +16% | +$89.6K | 0.2% | 37 |
|
|
2024
Q4 | $595K | Buy |
2,475
+197
| +9% | +$47.3K | 0.18% | 36 |
|
|
2024
Q3 | $540K | Buy |
2,278
+495
| +28% | +$117K | 0.17% | 36 |
|
|
2024
Q2 | $389K | Buy |
1,783
+2
| +0.1% | +$436 | 0.13% | 47 |
|
|
2024
Q1 | $407K | Buy |
1,781
+143
| +9% | +$32.7K | 0.15% | 45 |
|
|
2023
Q4 | $349K | Hold |
1,638
| – | – | 0.15% | 45 |
|
|
2023
Q3 | $310K | Hold |
1,638
| – | – | 0.12% | 48 |
|
|
2023
Q2 | $326K | Buy |
+1,638
| New | +$326K | 0.13% | 49 |
|