TCWM
Total Clarity 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 | $429K | Buy |
1,810
+3
| +0.2% | +$711 | 0.12% | 178 |
|
|
2025
Q1 | $434K | Hold |
1,807
| – | – | 0.14% | 158 |
|
|
2024
Q4 | $434K | Buy |
1,807
+184
| +11% | +$44.2K | 0.14% | 158 |
|
|
2024
Q3 | $385K | Sell |
1,623
-25
| -2% | -$5.93K | 0.12% | 166 |
|
|
2024
Q2 | $359K | Sell |
1,648
-40
| -2% | -$8.72K | 0.12% | 166 |
|
|
2024
Q1 | $386K | Buy |
1,688
+46
| +3% | +$10.5K | 0.13% | 171 |
|
|
2023
Q4 | $350K | Sell |
1,642
-114
| -6% | -$24.3K | 0.14% | 161 |
|
|
2023
Q3 | $332K | Sell |
1,756
-8
| -0.5% | -$1.51K | 0.16% | 151 |
|
|
2023
Q2 | $351K | Sell |
1,764
-13
| -0.7% | -$2.59K | 0.17% | 138 |
|
|
2023
Q1 | $337K | Sell |
1,777
-45
| -2% | -$8.53K | 0.18% | 118 |
|
|
2022
Q4 | $335K | Sell |
1,822
-34
| -2% | -$6.24K | 0.17% | 145 |
|
|
2022
Q3 | $317K | Sell |
1,856
-141
| -7% | -$24.1K | 0.2% | 147 |
|
|
2022
Q2 | $352K | Sell |
1,997
-26
| -1% | -$4.58K | 0.18% | 134 |
|
|
2022
Q1 | $430K | Sell |
2,023
-2,739
| -58% | -$582K | 0.24% | 115 |
|
|
2021
Q4 | $1.08M | Sell |
4,762
-6,033
| -56% | -$1.36M | 0.49% | 51 |
|
|
2021
Q3 | $2.36M | Sell |
10,795
-24
| -0.2% | -$5.25K | 1.12% | 19 |
|
|
2021
Q2 | $2.44M | Sell |
10,819
-8,916
| -45% | -$2.01M | 1.36% | 18 |
|
|
2021
Q1 | $4.23M | Sell |
19,735
-1,978
| -9% | -$423K | 2.43% | 3 |
|
|
2020
Q4 | $4.23M | Buy |
21,713
+161
| +0.7% | +$31.3K | 2.94% | 3 |
|
|
2020
Q3 | $3.32M | Sell |
21,552
-650
| -3% | -$100K | 2.89% | 5 |
|
|
2020
Q2 | $3.24M | Buy |
+22,202
| New | +$3.24M | 2.97% | 5 |
|