Genesis Private Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Sell
1,984
-4
-0.2% -$1.11K 0.26% 52
2025
Q1
$500K Buy
1,988
+74
+4% +$18.6K 0.27% 50
2024
Q4
$536K Buy
+1,914
New +$536K 0.3% 45