TMWM
Taylor & Morgan 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 | $3.26M | Sell |
13,766
-204
| -1% | -$48.3K | 2.2% | 13 |
|
|
2025
Q1 | $3.1M | Sell |
13,970
-412
| -3% | -$91.4K | 2.34% | 11 |
|
|
2024
Q4 | $3.46M | Sell |
14,382
-97
| -0.7% | -$23.3K | 2.43% | 12 |
|
|
2024
Q3 | $3.43M | Sell |
14,479
-97
| -0.7% | -$23K | 2.3% | 12 |
|
|
2024
Q2 | $3.18M | Sell |
14,576
-61
| -0.4% | -$13.3K | 2.25% | 13 |
|
|
2024
Q1 | $3.35M | Hold |
14,637
| – | – | 2.46% | 11 |
|
|
2023
Q4 | $3.12M | Buy |
14,637
+1,153
| +9% | +$246K | 2.48% | 11 |
|
|
2023
Q3 | $2.55M | Sell |
13,484
-1,439
| -10% | -$272K | 2.3% | 13 |
|
|
2023
Q2 | $2.97M | Buy |
14,923
+267
| +2% | +$53.1K | 2.44% | 12 |
|
|
2023
Q1 | $2.78M | Buy |
14,656
+7
| +0% | +$1.33K | 2.42% | 10 |
|
|
2022
Q4 | $2.69M | Sell |
14,649
-153
| -1% | -$28.1K | 2.53% | 9 |
|
|
2022
Q3 | $2.53M | Buy |
14,802
+500
| +3% | +$85.5K | 2.52% | 10 |
|
|
2022
Q2 | $2.52M | Buy |
14,302
+1
| +0% | +$176 | 2.39% | 9 |
|
|
2022
Q1 | $3.04M | Sell |
14,301
-276
| -2% | -$58.7K | 2.49% | 10 |
|
|
2021
Q4 | $3.3M | Buy |
+14,577
| New | +$3.3M | 2.67% | 9 |
|