UWPG
Ullmann Wealth Partners Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
1,967
| – | – | 0.06% | 99 |
|
|
2025
Q1 | $436K | Hold |
1,967
| – | – | 0.06% | 96 |
|
|
2024
Q4 | $473K | Hold |
1,967
| – | – | 0.06% | 92 |
|
|
2024
Q3 | $467K | Buy |
+1,967
| New | +$467K | 0.06% | 92 |
|
|
2021
Q2 | – | Sell |
-1,314
| Closed | -$281K | – | 86 |
|
|
2021
Q1 | $281K | Buy |
+1,314
| New | +$281K | 0.13% | 64 |
|