SWM
Sagace 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 | $1.64M | Buy |
5,937
+1,394
| +31% | +$386K | 1.23% | 32 |
|
|
2025
Q1 | $1.14M | Buy |
4,543
+93
| +2% | +$23.4K | 0.86% | 35 |
|
|
2024
Q4 | $1.25M | Sell |
4,450
-930
| -17% | -$260K | 0.93% | 35 |
|
|
2024
Q3 | $1.47M | Buy |
5,380
+962
| +22% | +$263K | 1.13% | 30 |
|
|
2024
Q2 | $1.15M | Buy |
+4,418
| New | +$1.15M | 1.13% | 32 |
|