SWA
Sightline 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 | $276K | Sell |
995
-99
| -9% | -$27.4K | 0.13% | 69 |
|
|
2025
Q1 | $275K | Sell |
1,094
-3
| -0.3% | -$755 | 0.15% | 67 |
|
|
2024
Q4 | $307K | Hold |
1,097
| – | – | 0.17% | 65 |
|
|
2024
Q3 | $293K | Hold |
1,097
| – | – | 0.16% | 66 |
|
|
2024
Q2 | $274K | Hold |
1,097
| – | – | 0.17% | 65 |
|
|
2024
Q1 | $286K | Hold |
1,097
| – | – | 0.19% | 64 |
|
|
2023
Q4 | $265K | Buy |
1,097
+1
| +0.1% | +$242 | 0.2% | 60 |
|
|
2023
Q3 | $235K | Buy |
1,096
+118
| +12% | +$25.3K | 0.22% | 59 |
|
|
2023
Q2 | $212K | Hold |
978
| – | – | 0.21% | 52 |
|
|
2023
Q1 | $212K | Buy |
+978
| New | +$212K | 0.22% | 50 |
|