EWP
Engrave Wealth Partners’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 | $3.39M | Buy |
+14,016
| New | +$3.39M | 0.97% | 18 |
|
|
2023
Q2 | – | Sell |
-9,444
| Closed | -$2M | – | 72 |
|
|
2023
Q1 | $2M | Sell |
9,444
-79
| -0.8% | -$16.7K | 0.67% | 17 |
|
|
2022
Q4 | $2.04M | Buy |
+9,523
| New | +$2.04M | 0.71% | 18 |
|
|
2020
Q3 | – | Sell |
-5
| Closed | – | – | 410 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 502 |
|