BWM
BKM Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
3,209
+185
| +6% | +$51.2K | 0.35% | 77 |
|
|
2025
Q1 | $761K | Buy |
3,024
+290
| +11% | +$73K | 0.31% | 80 |
|
|
2024
Q4 | $766K | Sell |
2,734
-119
| -4% | -$33.3K | 0.31% | 80 |
|
|
2024
Q3 | $763K | Buy |
2,853
+214
| +8% | +$57.2K | 0.31% | 85 |
|
|
2024
Q2 | $660K | Buy |
2,639
+280
| +12% | +$70K | 0.32% | 89 |
|
|
2024
Q1 | $615K | Buy |
2,359
+76
| +3% | +$19.8K | 0.26% | 92 |
|
|
2023
Q4 | $552K | Buy |
+2,283
| New | +$552K | 0.24% | 95 |
|