MSWM
Mowery & Schoenfeld 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 | $128K | Hold |
462
| – | – | 0.19% | 60 |
|
|
2025
Q1 | $116K | Hold |
462
| – | – | 0.23% | 73 |
|
|
2024
Q4 | $129K | Hold |
462
| – | – | 0.25% | 57 |
|
|
2024
Q3 | $124K | Hold |
462
| – | – | 0.2% | 55 |
|
|
2024
Q2 | $116K | Hold |
462
| – | – | 0.17% | 59 |
|
|
2024
Q1 | $120K | Hold |
462
| – | – | 0.23% | 47 |
|
|
2023
Q4 | $112K | Buy |
+462
| New | +$112K | 0.23% | 52 |
|