TWP
Total 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 | Buy |
1,342
+6
| +0.4% | +$1.42K | 0.04% | 88 |
|
|
2025
Q1 | $296K | Sell |
1,336
-24
| -2% | -$5.32K | 0.05% | 79 |
|
|
2024
Q4 | $327K | Buy |
1,360
+19
| +1% | +$4.57K | 0.05% | 76 |
|
|
2024
Q3 | $318K | Hold |
1,341
| – | – | 0.05% | 78 |
|
|
2024
Q2 | $314K | Sell |
1,341
-14
| -1% | -$3.28K | 0.05% | 78 |
|
|
2024
Q1 | $310K | Sell |
1,355
-191
| -12% | -$43.7K | 0.05% | 80 |
|
|
2023
Q4 | $330K | Sell |
1,546
-813
| -34% | -$173K | 0.06% | 76 |
|
|
2023
Q3 | $446K | Sell |
2,359
-208
| -8% | -$39.3K | 0.09% | 66 |
|
|
2023
Q2 | $511K | Sell |
2,567
-5
| -0.2% | -$995 | 0.11% | 63 |
|
|
2023
Q1 | $488K | Buy |
2,572
+15
| +0.6% | +$2.84K | 0.11% | 65 |
|
|
2022
Q4 | $469K | Buy |
2,557
+8
| +0.3% | +$1.47K | 0.12% | 63 |
|
|
2022
Q3 | $436K | Sell |
2,549
-1,208
| -32% | -$207K | 0.12% | 62 |
|
|
2022
Q2 | $662K | Buy |
3,757
+325
| +9% | +$57.3K | 0.19% | 53 |
|
|
2022
Q1 | $729K | Buy |
+3,432
| New | +$729K | 0.2% | 51 |
|