Cassady Schiller Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $136K | Hold |
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|
2024
Q3 | $130K | Sell |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $147K | Buy |
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|
2023
Q4 | $104K | Buy |
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|
2023
Q3 | $43.3K | Hold |
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|
2023
Q2 | $46.4K | Hold |
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|
2023
Q1 | $43.7K | Hold |
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|
2022
Q4 | $40.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $81K | Buy |
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