EverSource Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32K | Sell |
30
-168
| -85% | -$46.6K | ﹤0.01% | 2921 |
|
|
2025
Q1 | $49.9K | Sell |
198
-7
| -3% | -$1.76K | ﹤0.01% | 1243 |
|
|
2024
Q4 | $57.4K | Buy |
205
+1
| +0.5% | +$280 | ﹤0.01% | 1129 |
|
|
2024
Q3 | $54.6K | Sell |
204
-1
| -0.5% | -$267 | ﹤0.01% | 1030 |
|
|
2024
Q2 | $53.6K | Buy |
205
+173
| +541% | +$45.2K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $7.74K | Sell |
32
-8
| -20% | -$1.94K | ﹤0.01% | 1827 |
|
|
2023
Q4 | $9.68K | Sell |
40
-48
| -55% | -$11.6K | ﹤0.01% | 1568 |
|
|
2023
Q3 | $18.9K | Sell |
88
-30
| -25% | -$6.43K | ﹤0.01% | 1148 |
|
|
2023
Q2 | $27.1K | Buy |
118
+41
| +53% | +$9.42K | ﹤0.01% | 1037 |
|
|
2023
Q1 | $16.7K | Buy |
77
+43
| +126% | +$9.32K | ﹤0.01% | 1148 |
|
|
2022
Q4 | $6.82K | Hold |
34
| – | – | ﹤0.01% | 1481 |
|
|
2022
Q3 | $7K | Sell |
34
-35
| -51% | -$7.21K | ﹤0.01% | 1263 |
|
|
2022
Q2 | $14K | Sell |
69
-41
| -37% | -$8.32K | ﹤0.01% | 945 |
|
|
2022
Q1 | $27K | Sell |
110
-90
| -45% | -$22.1K | 0.01% | 607 |
|
|
2021
Q4 | $56K | Buy |
+200
| New | +$56K | 0.02% | 410 |
|