BWP
BSW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Hold |
3,505
| – | – | 0.13% | 93 |
|
|
2025
Q1 | $883K | Buy |
3,505
+105
| +3% | +$26.4K | 0.13% | 90 |
|
|
2024
Q4 | $952K | Sell |
3,400
-1,468
| -30% | -$411K | 0.14% | 90 |
|
|
2024
Q3 | $1.3M | Sell |
4,868
-37
| -0.8% | -$9.89K | 0.2% | 64 |
|
|
2024
Q2 | $1.23M | Sell |
4,905
-254
| -5% | -$63.5K | 0.2% | 67 |
|
|
2024
Q1 | $1.35M | Sell |
5,159
-519
| -9% | -$135K | 0.23% | 61 |
|
|
2023
Q4 | $1.37M | Sell |
5,678
-333
| -6% | -$80.5K | 0.27% | 50 |
|
|
2023
Q3 | $1.29M | Sell |
6,011
-196
| -3% | -$42K | 0.29% | 45 |
|
|
2023
Q2 | $1.43M | Sell |
6,207
-100
| -2% | -$23K | 0.3% | 46 |
|
|
2023
Q1 | $1.36M | Sell |
6,307
-92
| -1% | -$19.9K | 0.28% | 54 |
|
|
2022
Q4 | $1.28M | Buy |
+6,399
| New | +$1.28M | 0.28% | 52 |
|