TWM
Tanager Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
10,574
-70
| -0.7% | -$16.6K | 0.3% | 40 |
|
|
2025
Q1 | $2.36M | Sell |
10,644
-154
| -1% | -$34.2K | 0.31% | 35 |
|
|
2024
Q4 | $2.59M | Sell |
10,798
-119
| -1% | -$28.6K | 0.34% | 33 |
|
|
2024
Q3 | $2.6M | Sell |
10,917
-129
| -1% | -$30.7K | 0.35% | 31 |
|
|
2024
Q2 | $2.42M | Sell |
11,046
-594
| -5% | -$130K | 0.36% | 31 |
|
|
2024
Q1 | $2.66M | Buy |
11,640
+878
| +8% | +$201K | 0.43% | 29 |
|
|
2023
Q4 | $2.3M | Buy |
10,762
+126
| +1% | +$26.9K | 0.42% | 29 |
|
|
2023
Q3 | $2.01M | Sell |
10,636
-953
| -8% | -$180K | 0.42% | 27 |
|
|
2023
Q2 | $2.3M | Sell |
11,589
-1,039
| -8% | -$207K | 0.5% | 30 |
|
|
2023
Q1 | $2.39M | Sell |
12,628
-110
| -0.9% | -$20.9K | 0.57% | 28 |
|
|
2022
Q4 | $2.34M | Buy |
12,738
+11,268
| +767% | +$2.07M | 0.63% | 27 |
|
|
2022
Q3 | $251K | Sell |
1,470
-1,300
| -47% | -$222K | 0.2% | 38 |
|
|
2022
Q2 | $488K | Hold |
2,770
| – | – | 0.4% | 26 |
|
|
2022
Q1 | $589K | Sell |
2,770
-917
| -25% | -$195K | 0.44% | 25 |
|
|
2021
Q4 | $833K | Buy |
+3,687
| New | +$833K | 0.63% | 23 |
|