LWM
LongView 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 | $429K | Buy |
1,548
+25
| +2% | +$6.93K | 0.13% | 135 |
|
|
2025
Q1 | $384K | Buy |
1,523
+114
| +8% | +$28.7K | 0.12% | 137 |
|
|
2024
Q4 | $395K | Buy |
1,409
+50
| +4% | +$14K | 0.12% | 135 |
|
|
2024
Q3 | $363K | Buy |
1,359
+172
| +14% | +$46K | 0.12% | 136 |
|
|
2024
Q2 | $297K | Buy |
1,187
+65
| +6% | +$16.3K | 0.11% | 149 |
|
|
2024
Q1 | $292K | Buy |
1,122
+129
| +13% | +$33.6K | 0.12% | 147 |
|
|
2023
Q4 | $234K | Buy |
+993
| New | +$234K | 0.1% | 156 |
|