Jamison Private Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$416K Buy
2025
Q2
$374K Sell
2025
Q1
$375K Buy
2024
Q4
$400K Buy
2024
Q3
$349K Buy
2024
Q2
$261K Buy
2024
Q1
$262K Buy
2023
Q4
$223K Buy
2023
Q3
$142K Buy