SLWA

San Luis Wealth Advisors’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	–	Sell	-9,927	Closed	-$2.5M	–	159
2025 Q1	$2.5M	Sell	9,927 -2,544	-20%	-$640K	0.57%	44
2024 Q4	$3.49M	Sell	12,471 -716	-5%	-$201K	0.66%	40
2024 Q3	$3.53M	Buy	+13,187	New	+$3.53M	0.73%	36