SWM
Silverlake 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 | $483K | Sell |
1,743
-32
| -2% | -$8.86K | 0.14% | 170 |
|
|
2025
Q1 | $447K | Buy |
1,775
+295
| +20% | +$74.3K | 0.17% | 146 |
|
|
2024
Q4 | $415K | Buy |
1,480
+87
| +6% | +$24.4K | 0.16% | 152 |
|
|
2024
Q3 | $373K | Buy |
1,393
+264
| +23% | +$70.6K | 0.14% | 172 |
|
|
2024
Q2 | $282K | Sell |
1,129
-109
| -9% | -$27.3K | 0.12% | 196 |
|
|
2024
Q1 | $323K | Sell |
1,238
-270
| -18% | -$70.4K | 0.16% | 160 |
|
|
2023
Q4 | $364K | Buy |
1,508
+270
| +22% | +$65.3K | 0.2% | 134 |
|
|
2023
Q3 | $265K | Buy |
1,238
+303
| +32% | +$64.9K | 0.15% | 178 |
|
|
2023
Q2 | $215K | Buy |
+935
| New | +$215K | 0.12% | 199 |
|