Soundmark Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$206K Buy
2022
Q2
Sell
2022
Q1
$260K Hold
2021
Q4
$294K Sell
2021
Q3
$567K Hold
2021
Q2
$590K Buy
2021
Q1
$526K Buy
2020
Q4
$250K Buy