TPW
Tiller Private Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+867
| New | +$206K | 0.08% | 60 |
|
|
2025
Q1 | – | Sell |
-1,385
| Closed | -$333K | – | 57 |
|
|
2024
Q4 | $333K | Hold |
1,385
| – | – | 0.14% | 41 |
|
|
2024
Q3 | $329K | Hold |
1,385
| – | – | 0.14% | 35 |
|
|
2024
Q2 | $302K | Hold |
1,385
| – | – | 0.13% | 36 |
|
|
2024
Q1 | $317K | Sell |
1,385
-640
| -32% | -$146K | 0.14% | 36 |
|
|
2023
Q4 | $432K | Sell |
2,025
-45
| -2% | -$9.6K | 0.22% | 27 |
|
|
2023
Q3 | $391K | Sell |
2,070
-205
| -9% | -$38.8K | 0.21% | 28 |
|
|
2023
Q2 | $452K | Sell |
2,275
-5,191
| -70% | -$1.03M | 0.25% | 26 |
|
|
2023
Q1 | $1.42M | Sell |
7,466
-3,454
| -32% | -$655K | 0.79% | 17 |
|
|
2022
Q4 | $2M | Sell |
10,920
-6,826
| -38% | -$1.25M | 1.18% | 16 |
|
|
2022
Q3 | $3.03M | Buy |
17,746
+100
| +0.6% | +$17.1K | 1.95% | 16 |
|
|
2022
Q2 | $3.11M | Buy |
+17,646
| New | +$3.11M | 1.91% | 16 |
|