WMWM
Whitaker-Myers 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 |
-1,229
| Closed | -$232K | – | 93 |
|
|
2023
Q3 | $232K | Sell |
1,229
-765
| -38% | -$145K | 0.14% | 65 |
|
|
2023
Q2 | $397K | Buy |
1,994
+200
| +11% | +$39.8K | 0.27% | 52 |
|
|
2023
Q1 | $340K | Sell |
1,794
-51
| -3% | -$9.67K | 0.26% | 53 |
|
|
2022
Q4 | $339K | Buy |
+1,845
| New | +$339K | 0.32% | 49 |
|