Baldwin Wealth Partners’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 |
-3,057
| Closed | -$817K | – | 982 |
|
|
2024
Q3 | $817K | Buy |
3,057
+2,911
| +1,994% | +$778K | 0.06% | 136 |
|
|
2024
Q2 | $36.5K | Hold |
146
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $38.1K | Hold |
146
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $35.3K | Hold |
146
| – | – | ﹤0.01% | 422 |
|
|
2023
Q3 | $31.3K | Hold |
146
| – | – | ﹤0.01% | 454 |
|
|
2023
Q2 | $33.5K | Hold |
146
| – | – | ﹤0.01% | 465 |
|
|
2023
Q1 | $31.6K | Buy |
146
+51
| +54% | +$11K | ﹤0.01% | 486 |
|
|
2022
Q4 | $19.1K | Buy |
+95
| New | +$19.1K | ﹤0.01% | 540 |
|