Windward Private Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $352K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $315K | Buy |
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