EWM
Empirical 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 | $3.53M | Buy |
12,747
+1,828
| +17% | +$506K | 0.08% | 158 |
|
|
2025
Q1 | $2.75M | Buy |
10,919
+555
| +5% | +$140K | 0.07% | 173 |
|
|
2024
Q4 | $2.9M | Buy |
10,364
+384
| +4% | +$108K | 0.08% | 159 |
|
|
2024
Q3 | $2.67M | Buy |
9,980
+2,732
| +38% | +$730K | 0.07% | 162 |
|
|
2024
Q2 | $1.81M | Buy |
7,248
+958
| +15% | +$240K | 0.05% | 191 |
|
|
2024
Q1 | $1.64M | Buy |
6,290
+696
| +12% | +$181K | 0.05% | 204 |
|
|
2023
Q4 | $1.35M | Buy |
5,594
+2,002
| +56% | +$484K | 0.04% | 211 |
|
|
2023
Q3 | $769K | Buy |
3,592
+1,014
| +39% | +$217K | 0.03% | 251 |
|
|
2023
Q2 | $592K | Buy |
2,578
+562
| +28% | +$129K | 0.02% | 283 |
|
|
2023
Q1 | $436K | Sell |
2,016
-479
| -19% | -$104K | 0.02% | 342 |
|
|
2022
Q4 | $500K | Buy |
2,495
+9
| +0.4% | +$1.81K | 0.02% | 305 |
|
|
2022
Q3 | $485K | Sell |
2,486
-218
| -8% | -$42.5K | 0.03% | 304 |
|
|
2022
Q2 | $533K | Sell |
2,704
-209
| -7% | -$41.2K | 0.03% | 284 |
|
|
2022
Q1 | $723K | Sell |
2,913
-2,466
| -46% | -$612K | 0.04% | 265 |
|
|
2021
Q4 | $1.52M | Buy |
5,379
+380
| +8% | +$107K | 0.08% | 161 |
|
|
2021
Q3 | $1.4M | Buy |
4,999
+486
| +11% | +$136K | 0.08% | 151 |
|
|
2021
Q2 | $1.31M | Buy |
4,513
+222
| +5% | +$64.3K | 0.08% | 156 |
|
|
2021
Q1 | $1.18M | Buy |
4,291
+911
| +27% | +$250K | 0.09% | 136 |
|
|
2020
Q4 | $905K | Buy |
3,380
+2,279
| +207% | +$610K | 0.07% | 161 |
|
|
2020
Q3 | $237K | Buy |
+1,101
| New | +$237K | 0.02% | 305 |
|
|
2018
Q4 | – | Sell |
-1,486
| Closed | -$278K | – | 229 |
|
|
2018
Q3 | $278K | Buy |
+1,486
| New | +$278K | 0.05% | 168 |
|