LW
Linscomb 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 | $230K | Hold |
829
| – | – | 0.01% | 293 |
|
|
2025
Q1 | $209K | Hold |
829
| – | – | 0.01% | 286 |
|
|
2024
Q4 | $232K | Hold |
829
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $222K | Sell |
829
-2
| -0.2% | -$535 | 0.01% | 281 |
|
|
2024
Q2 | $208K | Sell |
831
-68
| -8% | -$17K | 0.01% | 281 |
|
|
2024
Q1 | $234K | Sell |
899
-446
| -33% | -$116K | 0.01% | 267 |
|
|
2023
Q4 | $325K | Hold |
1,345
| – | – | 0.02% | 240 |
|
|
2023
Q3 | $288K | Hold |
1,345
| – | – | 0.02% | 243 |
|
|
2023
Q2 | $309K | Sell |
1,345
-20
| -1% | -$4.6K | 0.02% | 246 |
|
|
2023
Q1 | $295K | Buy |
1,365
+20
| +1% | +$4.33K | 0.02% | 253 |
|
|
2022
Q4 | $270K | Hold |
1,345
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $262K | Hold |
1,345
| – | – | 0.02% | 253 |
|
|
2022
Q2 | $265K | Sell |
1,345
-92
| -6% | -$18.1K | 0.02% | 258 |
|
|
2022
Q1 | $357K | Sell |
1,437
-1
| -0.1% | -$248 | 0.02% | 259 |
|
|
2021
Q4 | $405K | Hold |
1,438
| – | – | 0.02% | 241 |
|
|
2021
Q3 | $403K | Hold |
1,438
| – | – | 0.02% | 234 |
|
|
2021
Q2 | $417K | Buy |
1,438
+92
| +7% | +$26.7K | 0.02% | 232 |
|
|
2021
Q1 | $370K | Buy |
1,346
+1
| +0.1% | +$275 | 0.02% | 240 |
|
|
2020
Q4 | $360K | Hold |
1,345
| – | – | 0.02% | 228 |
|
|
2020
Q3 | $289K | Hold |
1,345
| – | – | 0.02% | 242 |
|
|
2020
Q2 | $268K | Sell |
1,345
-4
| -0.3% | -$797 | 0.02% | 253 |
|
|
2020
Q1 | $203K | Buy |
+1,349
| New | +$203K | 0.02% | 370 |
|