CCWM
Cassaday & Co 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 | $686K | Sell |
2,477
-1,654
| -40% | -$458K | 0.02% | 174 |
|
|
2025
Q1 | $1.04M | Buy |
4,131
+1,579
| +62% | +$398K | 0.03% | 114 |
|
|
2024
Q4 | $715K | Buy |
2,552
+75
| +3% | +$21K | 0.02% | 159 |
|
|
2024
Q3 | $662K | Hold |
2,477
| – | – | 0.02% | 155 |
|
|
2024
Q2 | $620K | Hold |
2,477
| – | – | 0.02% | 155 |
|
|
2024
Q1 | $646K | Hold |
2,477
| – | – | 0.02% | 151 |
|
|
2023
Q4 | $599K | Hold |
2,477
| – | – | 0.02% | 148 |
|
|
2023
Q3 | $531K | Hold |
2,477
| – | – | 0.02% | 141 |
|
|
2023
Q2 | $569K | Buy |
2,477
+434
| +21% | +$99.7K | 0.02% | 142 |
|
|
2023
Q1 | $442K | Buy |
2,043
+26
| +1% | +$5.63K | 0.02% | 166 |
|
|
2022
Q4 | $404K | Buy |
+2,017
| New | +$404K | 0.02% | 166 |
|