WWM
Windsor Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.32M | Buy |
17,582
+2,101
| +14% | +$397K | 0.61% | 39 |
|
|
2023
Q2 | $3.08M | Buy |
15,481
+4,662
| +43% | +$927K | 0.55% | 41 |
|
|
2023
Q1 | $2.02M | Buy |
10,819
+2,217
| +26% | +$414K | 0.39% | 51 |
|
|
2022
Q4 | $1.61M | Buy |
8,602
+2,626
| +44% | +$492K | 0.33% | 57 |
|
|
2022
Q3 | $1.05M | Buy |
5,976
+252
| +4% | +$44.3K | 0.26% | 59 |
|
|
2022
Q2 | $1.02M | Buy |
5,724
+953
| +20% | +$170K | 0.26% | 58 |
|
|
2022
Q1 | $985K | Buy |
4,771
+55
| +1% | +$11.4K | 0.18% | 110 |
|
|
2021
Q4 | $1.08M | Buy |
4,716
+1,742
| +59% | +$397K | 0.2% | 108 |
|
|
2021
Q3 | $660K | Buy |
2,974
+533
| +22% | +$118K | 0.14% | 133 |
|
|
2021
Q2 | $550K | Buy |
2,441
+362
| +17% | +$81.6K | 0.12% | 146 |
|
|
2021
Q1 | $445K | Buy |
2,079
+173
| +9% | +$37K | 0.11% | 145 |
|
|
2020
Q4 | $371K | Buy |
1,906
+43
| +2% | +$8.37K | 0.09% | 153 |
|
|
2020
Q3 | $304K | Buy |
1,863
+85
| +5% | +$13.9K | 0.09% | 158 |
|
|
2020
Q2 | $259K | Buy |
+1,778
| New | +$259K | 0.08% | 165 |
|