TVWM
Tower View 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 | $36.7K | Sell |
155
-40
| -21% | -$9.46K | 0.02% | 103 |
|
|
2025
Q1 | $43.3K | Hold |
195
| – | – | 0.03% | 83 |
|
|
2024
Q4 | $46.7K | Buy |
195
+2
| +1% | +$479 | 0.02% | 84 |
|
|
2024
Q3 | $45.8K | Buy |
193
+1
| +0.5% | +$237 | 0.03% | 85 |
|
|
2024
Q2 | $42K | Sell |
192
-1,428
| -88% | -$312K | 0.02% | 86 |
|
|
2024
Q1 | $370K | Buy |
1,620
+5
| +0.3% | +$1.14K | 0.22% | 53 |
|
|
2023
Q4 | $344K | Buy |
1,615
+6
| +0.4% | +$1.28K | 0.21% | 52 |
|
|
2023
Q3 | $304K | Buy |
1,609
+8
| +0.5% | +$1.51K | 0.21% | 52 |
|
|
2023
Q2 | $318K | Sell |
1,601
-780
| -33% | -$155K | 0.22% | 52 |
|
|
2023
Q1 | $451K | Buy |
2,381
+222
| +10% | +$42.1K | 0.3% | 49 |
|
|
2022
Q4 | $396K | Buy |
2,159
+241
| +13% | +$44.2K | 0.28% | 51 |
|
|
2022
Q3 | $328K | Buy |
1,918
+119
| +7% | +$20.4K | 0.25% | 55 |
|
|
2022
Q2 | $317K | Buy |
1,799
+331
| +23% | +$58.3K | 0.23% | 56 |
|
|
2022
Q1 | $312K | Buy |
1,468
+652
| +80% | +$139K | 0.17% | 71 |
|
|
2021
Q4 | $184K | Buy |
816
+98
| +14% | +$22.1K | 0.09% | 79 |
|
|
2021
Q3 | $157K | Sell |
718
-18
| -2% | -$3.94K | 0.09% | 77 |
|
|
2021
Q2 | $166K | Buy |
736
+2
| +0.3% | +$451 | 0.08% | 81 |
|
|
2021
Q1 | $157K | Sell |
734
-101
| -12% | -$21.6K | 0.09% | 87 |
|
|
2020
Q4 | $163K | Buy |
835
+109
| +15% | +$21.3K | 0.09% | 81 |
|
|
2020
Q3 | $112K | Hold |
726
| – | – | 0.07% | 77 |
|
|
2020
Q2 | $106K | Sell |
726
-10,353
| -93% | -$1.51M | 0.08% | 72 |
|
|
2020
Q1 | $1.28M | Sell |
11,079
-122
| -1% | -$14.1K | 1.15% | 38 |
|
|
2019
Q4 | $1.86M | Buy |
11,201
+536
| +5% | +$88.8K | 1.41% | 33 |
|
|
2019
Q3 | $1.64M | Buy |
10,665
+182
| +2% | +$28K | 1.35% | 33 |
|
|
2019
Q2 | $1.64M | Sell |
10,483
-230
| -2% | -$36K | 1.4% | 32 |
|
|
2019
Q1 | $1.64M | Buy |
10,713
+7
| +0.1% | +$1.07K | 1.45% | 34 |
|
|
2018
Q4 | $1.41M | Buy |
10,706
+36
| +0.3% | +$4.75K | 1.46% | 32 |
|
|
2018
Q3 | $1.74M | Sell |
10,670
-4
| -0% | -$650 | 1.52% | 28 |
|
|
2018
Q2 | $1.66M | Buy |
10,674
+16
| +0.2% | +$2.49K | 1.57% | 30 |
|
|
2018
Q1 | $1.57M | Sell |
10,658
-453
| -4% | -$66.6K | 1.56% | 30 |
|
|
2017
Q4 | $1.64M | Buy |
+11,111
| New | +$1.64M | 1.51% | 30 |
|