LCWP
Legacy Capital Wealth Partners’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 | $511K | Buy |
1,844
+31
| +2% | +$8.58K | 0.12% | 193 |
|
|
2025
Q1 | $456K | Buy |
1,813
+33
| +2% | +$8.31K | 0.11% | 201 |
|
|
2024
Q4 | $498K | Buy |
+1,780
| New | +$498K | 0.12% | 178 |
|
|
2024
Q1 | – | Sell |
-1,147
| Closed | -$277K | – | 335 |
|
|
2023
Q4 | $277K | Buy |
1,147
+14
| +1% | +$3.39K | 0.08% | 229 |
|
|
2023
Q3 | $243K | Buy |
+1,133
| New | +$243K | 0.07% | 239 |
|