IFWM
Institute for 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 | $2.81M | Buy |
+10,148
| New | +$2.81M | 0.31% | 63 |
|
|
2022
Q2 | – | Sell |
-1,162
| Closed | -$288K | – | 554 |
|
|
2022
Q1 | $288K | Hold |
1,162
| – | – | 0.05% | 430 |
|
|
2021
Q4 | $327K | Sell |
1,162
-190
| -14% | -$53.5K | 0.05% | 360 |
|
|
2021
Q3 | $379K | Sell |
1,352
-110
| -8% | -$30.8K | 0.07% | 322 |
|
|
2021
Q2 | $424K | Hold |
1,462
| – | – | 0.07% | 305 |
|
|
2021
Q1 | $402K | Buy |
1,462
+547
| +60% | +$150K | 0.08% | 303 |
|
|
2020
Q4 | $245K | Buy |
+915
| New | +$245K | 0.05% | 381 |
|
|
2020
Q1 | – | Sell |
-725
| Closed | -$144K | – | 654 |
|
|
2019
Q4 | $144K | Buy |
+725
| New | +$144K | 0.03% | 446 |
|