SWM
Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-789
| Closed | -$206K | – | 50 |
|
|
2024
Q1 | $206K | Buy |
+789
| New | +$206K | 0.09% | 68 |
|
|
2022
Q2 | – | Sell |
-1,045
| Closed | -$260K | – | 62 |
|
|
2022
Q1 | $260K | Hold |
1,045
| – | – | 0.18% | 48 |
|
|
2021
Q4 | $294K | Sell |
1,045
-980
| -48% | -$276K | 0.2% | 48 |
|
|
2021
Q3 | $567K | Hold |
2,025
| – | – | 0.2% | 44 |
|
|
2021
Q2 | $590K | Buy |
2,025
+110
| +6% | +$32K | 0.24% | 39 |
|
|
2021
Q1 | $526K | Buy |
1,915
+980
| +105% | +$269K | 0.29% | 39 |
|
|
2020
Q4 | $250K | Buy |
+935
| New | +$250K | 0.16% | 53 |
|