EWM
Evermay 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 | $788K | Sell |
2,842
-71
| -2% | -$19.7K | 0.1% | 97 |
|
|
2025
Q1 | $733K | Sell |
2,913
-22
| -0.7% | -$5.54K | 0.1% | 96 |
|
|
2024
Q4 | $822K | Sell |
2,935
-17
| -0.6% | -$4.76K | 0.12% | 92 |
|
|
2024
Q3 | $789K | Sell |
2,952
-98
| -3% | -$26.2K | 0.13% | 98 |
|
|
2024
Q2 | $764K | Buy |
3,050
+58
| +2% | +$14.5K | 0.12% | 94 |
|
|
2024
Q1 | $780K | Sell |
2,992
-39
| -1% | -$10.2K | 0.12% | 96 |
|
|
2023
Q4 | $733K | Sell |
3,031
-21
| -0.7% | -$5.08K | 0.14% | 80 |
|
|
2023
Q3 | $654K | Sell |
3,052
-126
| -4% | -$27K | 0.13% | 78 |
|
|
2023
Q2 | $730K | Sell |
3,178
-9
| -0.3% | -$2.07K | 0.14% | 77 |
|
|
2023
Q1 | $690K | Sell |
3,187
-37
| -1% | -$8.01K | 0.14% | 79 |
|
|
2022
Q4 | $647K | Sell |
3,224
-175
| -5% | -$35.1K | 0.13% | 78 |
|
|
2022
Q3 | $663K | Sell |
3,399
-110
| -3% | -$21.5K | 0.13% | 74 |
|
|
2022
Q2 | $691K | Sell |
3,509
-672
| -16% | -$132K | 0.13% | 72 |
|
|
2022
Q1 | $1.04M | Buy |
4,181
+4,099
| +4,999% | +$1.02M | 0.17% | 62 |
|
|
2021
Q4 | $23K | Buy |
+82
| New | +$23K | ﹤0.01% | 344 |
|