TWP
Tempus Wealth 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 | $318K | Hold |
1,341
| – | – | 0.08% | 205 |
|
|
2025
Q1 | $297K | Buy |
1,341
+53
| +4% | +$11.7K | 0.09% | 201 |
|
|
2024
Q4 | $310K | Sell |
1,288
-30
| -2% | -$7.21K | 0.09% | 187 |
|
|
2024
Q3 | $313K | Buy |
1,318
+3
| +0.2% | +$712 | 0.11% | 163 |
|
|
2024
Q2 | $287K | Buy |
1,315
+314
| +31% | +$68.5K | 0.12% | 162 |
|
|
2024
Q1 | $229K | Hold |
1,001
| – | – | 0.1% | 178 |
|
|
2023
Q4 | $214K | Buy |
+1,001
| New | +$214K | 0.09% | 181 |
|
|
2023
Q3 | – | Sell |
-1,012
| Closed | -$201K | – | 190 |
|
|
2023
Q2 | $201K | Buy |
+1,012
| New | +$201K | 0.09% | 180 |
|
|
2023
Q1 | – | Sell |
-1,312
| Closed | -$241K | – | 194 |
|
|
2022
Q4 | $241K | Sell |
1,312
-194
| -13% | -$35.6K | 0.15% | 155 |
|
|
2022
Q3 | $257K | Buy |
+1,506
| New | +$257K | 0.17% | 146 |
|
|
2022
Q1 | – | Sell |
-4,890
| Closed | -$1.11M | – | 151 |
|
|
2021
Q4 | $1.11M | Sell |
4,890
-14
| -0.3% | -$3.16K | 0.6% | 49 |
|
|
2021
Q3 | $1.07M | Buy |
4,904
+689
| +16% | +$151K | 0.61% | 47 |
|
|
2021
Q2 | $950K | Sell |
4,215
-2,892
| -41% | -$652K | 0.63% | 45 |
|
|
2021
Q1 | $1.52M | Buy |
+7,107
| New | +$1.52M | 1.61% | 17 |
|