EWM
EPG 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 | $49.8K | Hold |
180
| – | – | 0.02% | 226 |
|
|
2025
Q1 | $45.3K | Hold |
180
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $50.4K | Hold |
180
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $48.1K | Buy |
+180
| New | +$48.1K | 0.01% | 302 |
|
|
2024
Q2 | – | Sell |
-180
| Closed | -$46.9K | – | 324 |
|
|
2024
Q1 | $46.9K | Hold |
180
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $43.5K | Hold |
180
| – | – | 0.01% | 313 |
|
|
2023
Q3 | $38.6K | Hold |
180
| – | – | 0.01% | 310 |
|
|
2023
Q2 | $41.4K | Hold |
180
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $39K | Buy |
+180
| New | +$39K | 0.01% | 304 |
|
|
2020
Q2 | – | Sell |
-93
| Closed | -$14K | – | 738 |
|
|
2020
Q1 | $14K | Hold |
93
| – | – | 0.01% | 452 |
|
|
2019
Q4 | $19K | Buy |
+93
| New | +$19K | 0.01% | 363 |
|