EWM
Echo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-941
| Closed | -$222K | – | 51 |
|
|
2022
Q1 | $222K | Hold |
941
| – | – | 0.26% | 48 |
|
|
2021
Q4 | $248K | Hold |
941
| – | – | 0.28% | 47 |
|
|
2021
Q3 | $264K | Hold |
941
| – | – | 0.31% | 45 |
|
|
2021
Q2 | $268K | Hold |
941
| – | – | 0.34% | 44 |
|
|
2021
Q1 | $258K | Hold |
941
| – | – | 0.32% | 48 |
|
|
2020
Q4 | $252K | Buy |
+941
| New | +$252K | 0.33% | 43 |
|