TW
Transform Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $399K | Buy |
1,799
+4
| +0.2% | +$887 | 0.02% | 191 |
|
|
2024
Q4 | $431K | Buy |
1,795
+442
| +33% | +$106K | 0.02% | 195 |
|
|
2024
Q3 | $322K | Sell |
1,353
-16
| -1% | -$3.81K | 0.02% | 179 |
|
|
2024
Q2 | $300K | Sell |
1,369
-163
| -11% | -$35.7K | 0.02% | 178 |
|
|
2024
Q1 | $350K | Buy |
1,532
+184
| +14% | +$42.1K | 0.03% | 174 |
|
|
2023
Q4 | $287K | Buy |
1,348
+218
| +19% | +$46.5K | 0.03% | 210 |
|
|
2023
Q3 | $214K | Sell |
1,130
-1,126
| -50% | -$213K | 0.02% | 227 |
|
|
2023
Q2 | $449K | Buy |
2,256
+4
| +0.2% | +$795 | 0.04% | 182 |
|
|
2023
Q1 | $427K | Buy |
2,252
+1,128
| +100% | +$214K | 0.04% | 183 |
|
|
2022
Q4 | $206K | Buy |
+1,124
| New | +$206K | 0.02% | 213 |
|