True Wealth Design’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.9K | Hold |
392
| – | – | 0.03% | 115 |
|
|
2025
Q1 | $86.9K | Buy |
+392
| New | +$86.9K | 0.03% | 109 |
|
|
2024
Q3 | – | Sell |
-3,925
| Closed | -$856K | – | 1315 |
|
|
2024
Q2 | $856K | Hold |
3,925
| – | – | 0.21% | 63 |
|
|
2024
Q1 | $897K | Sell |
3,925
-62
| -2% | -$14.2K | 0.22% | 56 |
|
|
2023
Q4 | $851K | Sell |
3,987
-31
| -0.8% | -$6.61K | 0.24% | 54 |
|
|
2023
Q3 | $760K | Buy |
4,018
+19
| +0.5% | +$3.59K | 0.25% | 72 |
|
|
2023
Q2 | $795K | Hold |
3,999
| – | – | 0.29% | 65 |
|
|
2023
Q1 | $758K | Sell |
3,999
-375
| -9% | -$71.1K | 0.32% | 79 |
|
|
2022
Q4 | $803K | Buy |
+4,374
| New | +$803K | 0.37% | 46 |
|