TW
TritonPoint Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
11,072
+816
| +8% | +$194K | 0.24% | 97 |
|
|
2025
Q1 | $2.27M | Buy |
10,256
+3,185
| +45% | +$706K | 0.22% | 108 |
|
|
2024
Q4 | $1.7M | Buy |
7,071
+83
| +1% | +$19.9K | 0.15% | 122 |
|
|
2024
Q3 | $1.66M | Buy |
6,988
+145
| +2% | +$34.5K | 0.15% | 122 |
|
|
2024
Q2 | $1.5M | Buy |
6,843
+198
| +3% | +$43.3K | 0.14% | 127 |
|
|
2024
Q1 | $1.23M | Sell |
6,645
-512
| -7% | -$95.1K | 0.13% | 134 |
|
|
2023
Q4 | $1.53M | Buy |
+7,157
| New | +$1.53M | 0.15% | 127 |
|