Evermay 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 | $788K | Sell |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $822K | Sell |
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|
2024
Q3 | $789K | Sell |
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|
2024
Q2 | $764K | Buy |
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|
2024
Q1 | $780K | Sell |
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|
2023
Q4 | $733K | Sell |
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|
2023
Q3 | $654K | Sell |
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|
2023
Q2 | $730K | Sell |
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|
2023
Q1 | $690K | Sell |
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|
2022
Q4 | $647K | Sell |
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|
2022
Q3 | $663K | Sell |
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|
2022
Q2 | $691K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $23K | Buy |
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