Institute for Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Institute for Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.83M	Buy
2025 Q2	$2.81M	Buy
2022 Q2	–	Sell
2022 Q1	$288K	Hold
2021 Q4	$327K	Sell
2021 Q3	$379K	Sell
2021 Q2	$424K	Hold
2021 Q1	$402K	Buy
2020 Q4	$245K	Buy
2020 Q1	–	Sell
2019 Q4	$144K	Buy