VWM
Valley Wealth Managers’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-41
| Closed | -$7.75K | – | 380 |
|
|
2023
Q3 | $7.75K | Buy |
+41
| New | +$7.75K | ﹤0.01% | 297 |
|
|
2017
Q2 | – | Sell |
-185
| Closed | -$25K | – | 171 |
|
|
2017
Q1 | $25K | Buy |
185
+118
| +176% | +$15.9K | ﹤0.01% | 154 |
|
|
2016
Q4 | $9K | Buy |
+67
| New | +$9K | ﹤0.01% | 178 |
|