IWN
Independent Wealth Network’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 | $1.14M | Buy |
4,113
+277
| +7% | +$76.7K | 0.41% | 60 |
|
|
2025
Q1 | $966K | Buy |
3,836
+258
| +7% | +$65K | 0.39% | 69 |
|
|
2024
Q4 | $1M | Buy |
3,578
+862
| +32% | +$241K | 0.41% | 63 |
|
|
2024
Q3 | $726K | Sell |
2,716
-80
| -3% | -$21.4K | 0.32% | 80 |
|
|
2024
Q2 | $699K | Sell |
2,796
-5
| -0.2% | -$1.25K | 0.33% | 83 |
|
|
2024
Q1 | $730K | Buy |
2,801
+84
| +3% | +$21.9K | 0.34% | 78 |
|
|
2023
Q4 | $657K | Buy |
2,717
+17
| +0.6% | +$4.11K | 0.35% | 75 |
|
|
2023
Q3 | $578K | Buy |
2,700
+38
| +1% | +$8.14K | 0.36% | 73 |
|
|
2023
Q2 | $612K | Buy |
2,662
+713
| +37% | +$164K | 0.37% | 68 |
|
|
2023
Q1 | $422K | Buy |
1,949
+264
| +16% | +$57.1K | 0.27% | 92 |
|
|
2022
Q4 | $338K | Buy |
1,685
+6
| +0.4% | +$1.2K | 0.23% | 110 |
|
|
2022
Q3 | $328K | Buy |
1,679
+22
| +1% | +$4.3K | 0.26% | 110 |
|
|
2022
Q2 | $326K | Buy |
1,657
+43
| +3% | +$8.46K | 0.23% | 115 |
|
|
2022
Q1 | $401K | Buy |
1,614
+4
| +0.2% | +$994 | 0.25% | 107 |
|
|
2021
Q4 | $454K | Buy |
1,610
+32
| +2% | +$9.02K | 0.28% | 103 |
|
|
2021
Q3 | $479K | Buy |
+1,578
| New | +$479K | 0.31% | 96 |
|