DWMG
DB Wealth Management Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $60.7K | Hold |
251
| – | – | 0.03% | 149 |
|
|
2023
Q3 | $53.7K | Buy |
251
+1
| +0.4% | +$214 | 0.03% | 158 |
|
|
2023
Q2 | $57.5K | Hold |
250
| – | – | 0.04% | 147 |
|
|
2023
Q1 | $54.1K | Hold |
250
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $50.1K | Sell |
250
-224
| -47% | -$44.9K | 0.03% | 149 |
|
|
2022
Q3 | $92K | Sell |
474
-146
| -24% | -$28.3K | 0.07% | 112 |
|
|
2022
Q2 | $122K | Sell |
620
-1,933
| -76% | -$380K | 0.08% | 98 |
|
|
2022
Q1 | $633K | Sell |
2,553
-2,061
| -45% | -$511K | 0.38% | 55 |
|
|
2021
Q4 | $1.3M | Sell |
4,614
-434
| -9% | -$122K | 0.77% | 38 |
|
|
2021
Q3 | $1.41M | Sell |
5,048
-464
| -8% | -$130K | 0.91% | 32 |
|
|
2021
Q2 | $1.6M | Buy |
5,512
+260
| +5% | +$75.3K | 1.02% | 31 |
|
|
2021
Q1 | $1.44M | Buy |
5,252
+691
| +15% | +$190K | 0.99% | 30 |
|
|
2020
Q4 | $1.22M | Buy |
+4,561
| New | +$1.22M | 0.9% | 32 |
|