WIM
Waycross Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,834
| Closed | -$4.18M | – | 40 |
|
|
2025
Q1 | $4.18M | Sell |
18,834
-2,438
| -11% | -$541K | 4.71% | 6 |
|
|
2024
Q4 | $5.11M | Buy |
21,272
+1,144
| +6% | +$275K | 5.38% | 6 |
|
|
2024
Q3 | $4.77M | Sell |
20,128
-816
| -4% | -$194K | 4.4% | 7 |
|
|
2024
Q2 | $4.57M | Buy |
20,944
+83
| +0.4% | +$18.1K | 4.41% | 6 |
|
|
2024
Q1 | $4.77M | Buy |
20,861
+1,842
| +10% | +$421K | 4.44% | 5 |
|
|
2023
Q4 | $4.06M | Buy |
19,019
+733
| +4% | +$156K | 4.46% | 6 |
|
|
2023
Q3 | $3.46M | Sell |
18,286
-6
| -0% | -$1.13K | 3.98% | 6 |
|
|
2023
Q2 | $3.64M | Sell |
18,292
-1,723
| -9% | -$343K | 3.79% | 7 |
|
|
2023
Q1 | $3.79M | Buy |
20,015
+72
| +0.4% | +$13.6K | 3.8% | 6 |
|
|
2022
Q4 | $3.66M | Buy |
+19,943
| New | +$3.66M | 3.7% | 6 |
|