IPW
Intergy Private Wealth’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 | $1.09M | Buy |
3,948
+147
| +4% | +$40.7K | 0.37% | 39 |
|
|
2025
Q1 | $957K | Buy |
3,801
+66
| +2% | +$16.6K | 0.36% | 40 |
|
|
2024
Q4 | $1.05M | Buy |
3,735
+35
| +0.9% | +$9.8K | 0.39% | 39 |
|
|
2024
Q3 | $989K | Buy |
3,700
+168
| +5% | +$44.9K | 0.38% | 42 |
|
|
2024
Q2 | $884K | Buy |
3,532
+150
| +4% | +$37.5K | 0.36% | 43 |
|
|
2024
Q1 | $882K | Buy |
3,382
+51
| +2% | +$13.3K | 0.36% | 44 |
|
|
2023
Q4 | $805K | Buy |
3,331
+124
| +4% | +$30K | 0.35% | 43 |
|
|
2023
Q3 | $687K | Buy |
3,207
+58
| +2% | +$12.4K | 0.34% | 42 |
|
|
2023
Q2 | $723K | Buy |
3,149
+99
| +3% | +$22.7K | 0.35% | 42 |
|
|
2023
Q1 | $660K | Buy |
3,050
+190
| +7% | +$41.1K | 0.37% | 41 |
|
|
2022
Q4 | $574K | Buy |
2,860
+432
| +18% | +$86.6K | 0.36% | 42 |
|
|
2022
Q3 | $474K | Buy |
2,428
+303
| +14% | +$59.2K | 0.34% | 47 |
|
|
2022
Q2 | $419K | Buy |
2,125
+450
| +27% | +$88.7K | 0.33% | 43 |
|
|
2022
Q1 | $416K | Buy |
1,675
+472
| +39% | +$117K | 0.29% | 37 |
|
|
2021
Q4 | $339K | Buy |
+1,203
| New | +$339K | 0.26% | 43 |
|