GWM
Grand 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 | $25.2K | Sell |
91
-27
| -23% | -$7.49K | 0.01% | 57 |
|
|
2025
Q1 | $29.6K | Buy |
118
+27
| +30% | +$6.78K | 0.02% | 49 |
|
|
2024
Q4 | $25.5K | Hold |
91
| – | – | 0.01% | 50 |
|
|
2024
Q3 | $24.3K | Hold |
91
| – | – | 0.01% | 51 |
|
|
2024
Q2 | $22.8K | Hold |
91
| – | – | 0.01% | 51 |
|
|
2024
Q1 | $23.7K | Hold |
91
| – | – | 0.01% | 64 |
|
|
2023
Q4 | $22K | Hold |
91
| – | – | 0.01% | 67 |
|
|
2023
Q3 | $19.5K | Buy |
91
+79
| +658% | +$16.9K | 0.01% | 61 |
|
|
2023
Q2 | $2.78K | Buy |
+12
| New | +$2.78K | ﹤0.01% | 71 |
|