SWM
Shelton 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 | $2.57M | Buy |
9,294
+58
| +0.6% | +$16.1K | 1.24% | 17 |
|
|
2025
Q1 | $2.33M | Sell |
9,236
-1,011
| -10% | -$255K | 1.26% | 16 |
|
|
2024
Q4 | $2.87M | Sell |
10,247
-1,077
| -10% | -$302K | 1.48% | 15 |
|
|
2024
Q3 | $3.03M | Buy |
11,324
+969
| +9% | +$259K | 1.64% | 16 |
|
|
2024
Q2 | $2.59M | Sell |
10,355
-585
| -5% | -$146K | 1.47% | 17 |
|
|
2024
Q1 | $2.85M | Sell |
10,940
-1,198
| -10% | -$312K | 1.79% | 17 |
|
|
2023
Q4 | $2.93M | Sell |
12,138
-3,193
| -21% | -$772K | 2.08% | 14 |
|
|
2023
Q3 | $3.28M | Buy |
15,331
+440
| +3% | +$94.2K | 2.63% | 14 |
|
|
2023
Q2 | $3.42M | Buy |
14,891
+1,437
| +11% | +$330K | 2.65% | 14 |
|
|
2023
Q1 | $2.91M | Buy |
13,454
+245
| +2% | +$53K | 2.36% | 14 |
|
|
2022
Q4 | $2.65M | Sell |
13,209
-633
| -5% | -$127K | 2.09% | 14 |
|
|
2022
Q3 | $2.7M | Buy |
13,842
+106
| +0.8% | +$20.7K | 2.41% | 12 |
|
|
2022
Q2 | $2.71M | Buy |
13,736
+1,963
| +17% | +$387K | 2.3% | 12 |
|
|
2022
Q1 | $2.92M | Sell |
11,773
-366
| -3% | -$90.8K | 2.3% | 13 |
|
|
2021
Q4 | $3.42M | Buy |
+12,139
| New | +$3.42M | 2.69% | 10 |
|