SVWAG
Sound View Wealth Advisors Group’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 | $330K | Hold |
1,193
| – | – | 0.02% | 329 |
|
|
2025
Q1 | $300K | Hold |
1,193
| – | – | 0.02% | 331 |
|
|
2024
Q4 | $334K | Sell |
1,193
-11
| -0.9% | -$3.08K | 0.03% | 323 |
|
|
2024
Q3 | $322K | Buy |
1,204
+11
| +0.9% | +$2.94K | 0.03% | 325 |
|
|
2024
Q2 | $298K | Hold |
1,193
| – | – | 0.03% | 301 |
|
|
2024
Q1 | $311K | Hold |
1,193
| – | – | 0.03% | 302 |
|
|
2023
Q4 | $288K | Sell |
1,193
-10
| -0.8% | -$2.42K | 0.03% | 315 |
|
|
2023
Q3 | $258K | Buy |
1,203
+10
| +0.8% | +$2.14K | 0.03% | 312 |
|
|
2023
Q2 | $274K | Hold |
1,193
| – | – | 0.04% | 300 |
|
|
2023
Q1 | $258K | Hold |
1,193
| – | – | 0.04% | 308 |
|
|
2022
Q4 | $288K | Hold |
1,193
| – | – | 0.03% | 315 |
|
|
2022
Q3 | $233K | Hold |
1,193
| – | – | 0.05% | 242 |
|
|
2022
Q2 | $235K | Hold |
1,193
| – | – | 0.05% | 254 |
|
|
2022
Q1 | $296K | Hold |
1,193
| – | – | 0.06% | 244 |
|
|
2021
Q4 | $336K | Hold |
1,193
| – | – | 0.06% | 221 |
|
|
2021
Q3 | $334K | Hold |
1,193
| – | – | 0.07% | 215 |
|
|
2021
Q2 | $346K | Hold |
1,193
| – | – | 0.07% | 214 |
|
|
2021
Q1 | $328K | Hold |
1,193
| – | – | 0.08% | 205 |
|
|
2020
Q4 | $319K | Sell |
1,193
-14
| -1% | -$3.74K | 0.08% | 195 |
|
|
2020
Q3 | $259K | Hold |
1,207
| – | – | 0.07% | 209 |
|
|
2020
Q2 | $241K | Buy |
+1,207
| New | +$241K | 0.07% | 209 |
|
|
2020
Q1 | – | Sell |
-1,007
| Closed | -$200K | – | 238 |
|
|
2019
Q4 | $200K | Buy |
+1,007
| New | +$200K | 0.06% | 235 |
|