BWM
Brown 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 | $2.52M | Sell |
9,095
-3,979
| -30% | -$1.1M | 0.78% | 33 |
|
|
2025
Q1 | $3.29M | Buy |
13,074
+2,535
| +24% | +$638K | 1.13% | 23 |
|
|
2024
Q4 | $2.95M | Buy |
10,539
+310
| +3% | +$86.8K | 1.05% | 24 |
|
|
2024
Q3 | $2.73M | Buy |
10,229
+46
| +0.5% | +$12.3K | 0.99% | 24 |
|
|
2024
Q2 | $2.55M | Buy |
10,183
+1,773
| +21% | +$443K | 1.03% | 24 |
|
|
2024
Q1 | $2.19M | Buy |
8,410
+196
| +2% | +$51.1K | 0.91% | 26 |
|
|
2023
Q4 | $1.99M | Sell |
8,214
-1,878
| -19% | -$454K | 0.88% | 28 |
|
|
2023
Q3 | $2.16M | Buy |
10,092
+3,747
| +59% | +$803K | 1.03% | 24 |
|
|
2023
Q2 | $1.46M | Buy |
+6,345
| New | +$1.46M | 0.75% | 32 |
|