Marcum Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $465K | Sell |
1,846
-44
| -2% | -$11.1K | 0.04% | 199 |
|
|
2024
Q4 | $529K | Buy |
+1,890
| New | +$529K | 0.05% | 189 |
|
|
2024
Q3 | – | Sell |
-903
| Closed | -$226K | – | 425 |
|
|
2024
Q2 | $226K | Buy |
+903
| New | +$226K | 0.02% | 321 |
|
|
2024
Q1 | – | Sell |
-970
| Closed | -$235K | – | 418 |
|
|
2023
Q4 | $235K | Buy |
+970
| New | +$235K | 0.03% | 304 |
|
|
2022
Q1 | – | Sell |
-814
| Closed | -$229K | – | 408 |
|
|
2021
Q4 | $229K | Buy |
+814
| New | +$229K | 0.03% | 302 |
|