Evergreen Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $968K | Sell |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $2.83M | Sell |
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|
2024
Q2 | $3.11M | Hold |
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|
2024
Q1 | $3.24M | Hold |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.6M | Sell |
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|
2023
Q2 | $2.88M | Buy |
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|
2023
Q1 | $2.29M | Buy |
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|
2022
Q4 | $1.44M | Buy |
|