EWM
Evergreen 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 | $1.04M | Sell |
3,752
-92
| -2% | -$25.5K | 0.58% | 43 |
|
|
2025
Q1 | $968K | Sell |
3,844
-7,094
| -65% | -$1.79M | 0.58% | 44 |
|
|
2024
Q4 | $3.06M | Buy |
10,938
+348
| +3% | +$97.5K | 1.81% | 23 |
|
|
2024
Q3 | $2.83M | Sell |
10,590
-1,838
| -15% | -$491K | 1.7% | 22 |
|
|
2024
Q2 | $3.11M | Hold |
12,428
| – | – | 2.06% | 18 |
|
|
2024
Q1 | $3.24M | Hold |
12,428
| – | – | 2.19% | 17 |
|
|
2023
Q4 | $3M | Buy |
12,428
+302
| +2% | +$73K | 2.21% | 17 |
|
|
2023
Q3 | $2.6M | Sell |
12,126
-431
| -3% | -$92.3K | 2.05% | 16 |
|
|
2023
Q2 | $2.88M | Buy |
12,557
+1,985
| +19% | +$456K | 2.26% | 15 |
|
|
2023
Q1 | $2.29M | Buy |
10,572
+3,413
| +48% | +$739K | 2.03% | 18 |
|
|
2022
Q4 | $1.44M | Buy |
+7,159
| New | +$1.44M | 1.32% | 28 |
|