WPWM
Windward Private Wealth 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 | $345K | Hold |
1,456
| – | – | 0.12% | 34 |
|
|
2025
Q1 | $323K | Hold |
1,456
| – | – | 0.13% | 35 |
|
|
2024
Q4 | $350K | Sell |
1,456
-120
| -8% | -$28.8K | 0.14% | 35 |
|
|
2024
Q3 | $374K | Buy |
1,576
+194
| +14% | +$46K | 0.14% | 37 |
|
|
2024
Q2 | $301K | Sell |
1,382
-12
| -0.9% | -$2.62K | 0.12% | 39 |
|
|
2024
Q1 | $319K | Sell |
1,394
-254
| -15% | -$58.1K | 0.13% | 38 |
|
|
2023
Q4 | $352K | Buy |
1,648
+372
| +29% | +$79.4K | 0.15% | 37 |
|
|
2023
Q3 | $241K | Sell |
1,276
-11
| -0.9% | -$2.08K | 0.11% | 42 |
|
|
2023
Q2 | $256K | Sell |
1,287
-220
| -15% | -$43.8K | 0.11% | 44 |
|
|
2023
Q1 | $286K | Sell |
1,507
-16
| -1% | -$3.03K | 0.12% | 44 |
|
|
2022
Q4 | $280K | Sell |
1,523
-14
| -0.9% | -$2.57K | 0.12% | 44 |
|
|
2022
Q3 | $263K | Buy |
1,537
+25
| +2% | +$4.28K | 0.13% | 46 |
|
|
2022
Q2 | $266K | Buy |
1,512
+31
| +2% | +$5.45K | 0.12% | 43 |
|
|
2022
Q1 | $315K | Buy |
+1,481
| New | +$315K | 0.13% | 44 |
|