BIM
Baldwin Investment Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-770
| Closed | -$206K | – | 219 |
|
|
2024
Q3 | $206K | Buy |
+770
| New | +$206K | 0.03% | 207 |
|
|
2024
Q2 | – | Sell |
-770
| Closed | -$201K | – | 211 |
|
|
2024
Q1 | $201K | Buy |
+770
| New | +$201K | 0.03% | 206 |
|
|
2022
Q2 | – | Sell |
-1,270
| Closed | -$315 | – | 236 |
|
|
2022
Q1 | $315 | Hold |
1,270
| – | – | 0.05% | 197 |
|
|
2021
Q4 | $358 | Hold |
1,270
| – | – | 0.06% | 191 |
|
|
2021
Q3 | $356K | Hold |
1,270
| – | – | 0.06% | 190 |
|
|
2021
Q2 | $368K | Sell |
1,270
-50
| -4% | -$14.5K | 0.06% | 191 |
|
|
2021
Q1 | $363K | Hold |
1,320
| – | – | 0.07% | 184 |
|
|
2020
Q4 | $353K | Buy |
+1,320
| New | +$353K | 0.07% | 170 |
|