TPWA
Twin Peaks Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
5,053
+16
| +0.3% | +$3.92K | 0.4% | 55 |
|
|
2025
Q1 | $1.05M | Sell |
5,037
-716
| -12% | -$149K | 0.48% | 50 |
|
|
2024
Q4 | $1.38M | Buy |
5,753
+415
| +8% | +$99.7K | 0.58% | 43 |
|
|
2024
Q3 | $1.27M | Buy |
5,338
+1,503
| +39% | +$357K | 0.58% | 40 |
|
|
2024
Q2 | $836K | Buy |
3,835
+907
| +31% | +$198K | 0.42% | 51 |
|
|
2024
Q1 | $669K | Buy |
2,928
+601
| +26% | +$137K | 0.37% | 55 |
|
|
2023
Q4 | $496K | Buy |
+2,327
| New | +$496K | 0.32% | 62 |
|