TDWM
Topel & Distasi 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 | $2.53M | Sell |
10,666
-7,704
| -42% | -$1.83M | 1.32% | 25 |
|
|
2025
Q1 | $4.07M | Sell |
18,370
-260
| -1% | -$57.7K | 1.9% | 17 |
|
|
2024
Q4 | $4.48M | Sell |
18,630
-11
| -0.1% | -$2.64K | 1.92% | 19 |
|
|
2024
Q3 | $4.42M | Sell |
18,641
-563
| -3% | -$134K | 1.83% | 19 |
|
|
2024
Q2 | $4.19M | Sell |
19,204
-43
| -0.2% | -$9.38K | 1.84% | 19 |
|
|
2024
Q1 | $4.4M | Buy |
19,247
+56
| +0.3% | +$12.8K | 1.95% | 19 |
|
|
2023
Q4 | $4.09M | Sell |
19,191
-298
| -2% | -$63.6K | 1.94% | 19 |
|
|
2023
Q3 | $3.68M | Sell |
19,489
-165
| -0.8% | -$31.2K | 1.93% | 20 |
|
|
2023
Q2 | $3.91M | Buy |
19,654
+77
| +0.4% | +$15.3K | 1.97% | 19 |
|
|
2023
Q1 | $3.71M | Sell |
19,577
-308
| -2% | -$58.4K | 1.94% | 20 |
|
|
2022
Q4 | $3.65M | Buy |
19,885
+99
| +0.5% | +$18.2K | 2.04% | 17 |
|
|
2022
Q3 | $3.8M | Buy |
19,786
+1,153
| +6% | +$221K | 2.1% | 16 |
|
|
2022
Q2 | $3.28M | Buy |
18,633
+1,284
| +7% | +$226K | 1.9% | 20 |
|
|
2022
Q1 | $3.69M | Buy |
17,349
+159
| +0.9% | +$33.8K | 1.54% | 24 |
|
|
2021
Q4 | $3.89M | Buy |
+17,190
| New | +$3.89M | 1.58% | 21 |
|