QWP
Quotient Wealth Partners’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 | $990K | Sell |
3,573
-262
| -7% | -$72.6K | 0.03% | 116 |
|
|
2025
Q1 | $966K | Sell |
3,835
-42
| -1% | -$10.6K | 0.03% | 111 |
|
|
2024
Q4 | $1.09M | Sell |
3,877
-115
| -3% | -$32.2K | 0.04% | 94 |
|
|
2024
Q3 | $1.07M | Sell |
3,992
-25
| -0.6% | -$6.69K | 0.04% | 102 |
|
|
2024
Q2 | $1M | Sell |
4,017
-2,019
| -33% | -$505K | 0.04% | 104 |
|
|
2024
Q1 | $1.57M | Sell |
6,036
-5,323
| -47% | -$1.39M | 0.06% | 88 |
|
|
2023
Q4 | $2.75M | Buy |
+11,359
| New | +$2.75M | 0.11% | 77 |
|