EverSource Wealth Advisors’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
Q3 | $14.2K | Buy |
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|
2025
Q2 | $8.32K | Sell |
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|
2025
Q1 | $49.9K | Sell |
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|
2024
Q4 | $57.4K | Buy |
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|
2024
Q3 | $54.6K | Sell |
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|
2024
Q2 | $53.6K | Buy |
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|
2024
Q1 | $7.74K | Sell |
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|
2023
Q4 | $9.68K | Sell |
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|
2023
Q3 | $18.9K | Sell |
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|
2023
Q2 | $27.1K | Buy |
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|
2023
Q1 | $16.7K | Buy |
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|
2022
Q4 | $6.82K | Hold |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $27K | Sell |
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|
2021
Q4 | $56K | Buy |
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