TWM
TriaGen 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 | $8.3M | Buy |
35,042
+1,674
| +5% | +$397K | 2.52% | 8 |
|
|
2025
Q1 | $7.4M | Buy |
33,368
+155
| +0.5% | +$34.4K | 2.61% | 8 |
|
|
2024
Q4 | $7.98M | Buy |
33,213
+541
| +2% | +$130K | 2.69% | 8 |
|
|
2024
Q3 | $7.75M | Buy |
32,672
+1,498
| +5% | +$355K | 2.6% | 9 |
|
|
2024
Q2 | $6.8M | Buy |
31,174
+1,127
| +4% | +$246K | 2.63% | 9 |
|
|
2024
Q1 | $6.87M | Buy |
30,047
+3,050
| +11% | +$697K | 2.85% | 9 |
|
|
2023
Q4 | $5.76M | Buy |
26,997
+874
| +3% | +$186K | 2.75% | 7 |
|
|
2023
Q3 | $4.94M | Buy |
26,123
+1,141
| +5% | +$216K | 2.52% | 8 |
|
|
2023
Q2 | $4.97M | Buy |
24,982
+936
| +4% | +$186K | 2.27% | 8 |
|
|
2023
Q1 | $4.56M | Buy |
24,046
+244
| +1% | +$46.3K | 2.29% | 9 |
|
|
2022
Q4 | $4.37M | Buy |
23,802
+462
| +2% | +$84.8K | 2.43% | 8 |
|
|
2022
Q3 | $3.99M | Buy |
23,340
+4,813
| +26% | +$823K | 2.2% | 10 |
|
|
2022
Q2 | $3.26M | Buy |
18,527
+345
| +2% | +$60.8K | 2.32% | 10 |
|
|
2022
Q1 | $3.86M | Buy |
18,182
+1,985
| +12% | +$422K | 2% | 7 |
|
|
2021
Q4 | $3.66M | Buy |
16,197
+475
| +3% | +$107K | 1.81% | 6 |
|
|
2021
Q3 | $3.44M | Buy |
15,722
+642
| +4% | +$140K | 1.87% | 7 |
|
|
2021
Q2 | $3.35M | Buy |
15,080
+1,521
| +11% | +$338K | 1.72% | 9 |
|
|
2021
Q1 | $2.9M | Buy |
13,559
+1,343
| +11% | +$288K | 1.67% | 11 |
|
|
2020
Q4 | $2.38M | Buy |
+12,216
| New | +$2.38M | 1.39% | 16 |
|