CTWM
Cherry Tree 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 | $24.4K | Hold |
88
| – | – | 0.01% | 317 |
|
|
2025
Q1 | $22.2K | Hold |
88
| – | – | 0.01% | 340 |
|
|
2024
Q4 | $24.6K | Hold |
88
| – | – | 0.01% | 311 |
|
|
2024
Q3 | $23.5K | Buy |
88
+57
| +184% | +$15.2K | 0.01% | 319 |
|
|
2024
Q2 | $7.76K | Buy |
+31
| New | +$7.76K | ﹤0.01% | 424 |
|