SF
SWP Financial’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
9,972
-94
| -0.9% | -$22.3K | 1.3% | 25 |
|
|
2025
Q1 | $2.23M | Sell |
10,066
-300
| -3% | -$66.4K | 1.36% | 21 |
|
|
2024
Q4 | $2.49M | Sell |
10,366
-170
| -2% | -$40.8K | 1.5% | 18 |
|
|
2024
Q3 | $2.5M | Buy |
10,536
+23
| +0.2% | +$5.46K | 1.53% | 19 |
|
|
2024
Q2 | $2.29M | Sell |
10,513
-266
| -2% | -$58K | 1.51% | 18 |
|
|
2024
Q1 | $2.46M | Buy |
10,779
+315
| +3% | +$72K | 1.73% | 19 |
|
|
2023
Q4 | $2.23M | Buy |
+10,464
| New | +$2.23M | 1.73% | 18 |
|