PWM
PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,902
| Closed | -$4.44M | – | 122 |
|
|
2022
Q1 | $4.44M | Buy |
17,902
+11,274
| +170% | +$2.8M | 1.97% | 14 |
|
|
2021
Q4 | $1.87M | Buy |
+6,628
| New | +$1.87M | 0.87% | 28 |
|
|
2019
Q2 | – | Sell |
-473
| Closed | -$85K | – | 644 |
|
|
2019
Q1 | $85K | Hold |
473
| – | – | 0.08% | 93 |
|
|
2018
Q4 | $71K | Buy |
+473
| New | +$71K | 0.09% | 113 |
|