TWP
Tower Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-45,811
| Closed | -$8.07M | – | 52 |
|
|
2022
Q2 | $8.07M | Buy |
45,811
+1,344
| +3% | +$237K | 10.72% | 4 |
|
|
2022
Q1 | $9.45M | Buy |
44,467
+738
| +2% | +$157K | 10.26% | 4 |
|
|
2021
Q4 | $9.88M | Buy |
43,729
+1,910
| +5% | +$432K | 10.02% | 5 |
|
|
2021
Q3 | $9.15M | Buy |
41,819
+4,143
| +11% | +$906K | 9.64% | 5 |
|
|
2021
Q2 | $8.49M | Buy |
37,676
+13,829
| +58% | +$3.12M | 9.34% | 5 |
|
|
2021
Q1 | $5.11M | Buy |
+23,847
| New | +$5.11M | 6.58% | 6 |
|