DWM
Dopkins 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 | $7.09M | Buy |
25,611
+952
| +4% | +$264K | 3.18% | 7 |
|
|
2025
Q1 | $6.21M | Buy |
24,659
+1,734
| +8% | +$437K | 3.16% | 7 |
|
|
2024
Q4 | $6.42M | Buy |
22,925
+9,968
| +77% | +$2.79M | 3.27% | 6 |
|
|
2024
Q3 | $3.46M | Sell |
12,957
-2,074
| -14% | -$555K | 2.8% | 9 |
|
|
2024
Q2 | $3.76M | Sell |
15,031
-54
| -0.4% | -$13.5K | 2.29% | 11 |
|
|
2024
Q1 | $3.93M | Buy |
15,085
+466
| +3% | +$121K | 2.37% | 11 |
|
|
2023
Q4 | $3.53M | Sell |
14,619
-897
| -6% | -$217K | 2.75% | 11 |
|
|
2023
Q3 | $3.32M | Buy |
15,516
+196
| +1% | +$42K | 2.52% | 11 |
|
|
2023
Q2 | $3.52M | Buy |
15,320
+497
| +3% | +$114K | 3.13% | 10 |
|
|
2023
Q1 | $3.21M | Buy |
14,823
+45
| +0.3% | +$9.74K | 3% | 10 |
|
|
2022
Q4 | $2.96M | Buy |
14,778
+13,153
| +809% | +$2.64M | 2.61% | 11 |
|
|
2022
Q3 | $317K | Buy |
1,625
+3
| +0.2% | +$585 | 0.36% | 29 |
|
|
2022
Q2 | $320K | Buy |
1,622
+1
| +0.1% | +$197 | 0.35% | 26 |
|
|
2022
Q1 | $402K | Sell |
1,621
-226
| -12% | -$56K | 0.44% | 24 |
|
|
2021
Q4 | $520K | Buy |
+1,847
| New | +$520K | 0.51% | 20 |
|