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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
1,021
-289
-22% -$80K 0.01% 671
2025
Q1
$330K Sell
1,310
-1,230
-48% -$310K 0.01% 687
2024
Q4
$711K Sell
2,540
-9
-0.4% -$2.52K 0.02% 474
2024
Q3
$682K Sell
2,549
-111
-4% -$29.7K 0.02% 457
2024
Q2
$665K Buy
2,660
+189
+8% +$47.3K 0.02% 427
2024
Q1
$644K Buy
2,471
+61
+3% +$15.9K 0.01% 456
2023
Q4
$567K Sell
2,410
-233
-9% -$54.8K 0.02% 492
2023
Q3
$566K Buy
2,643
+130
+5% +$27.8K 0.02% 453
2023
Q2
$577K Sell
2,513
-353
-12% -$81.1K 0.02% 460
2023
Q1
$620K Buy
2,866
+784
+38% +$170K 0.02% 443
2022
Q4
$417K Buy
2,082
+1,594
+327% +$319K 0.02% 390
2022
Q3
$95K Sell
488
-2,308
-83% -$449K 0.01% 728
2022
Q2
$551K Sell
2,796
-893
-24% -$176K 0.02% 444
2022
Q1
$915K Sell
3,689
-159
-4% -$39.4K 0.02% 405
2021
Q4
$1.08M Buy
3,848
+783
+26% +$221K 0.02% 448
2021
Q3
$859K Sell
3,065
-44
-1% -$12.3K 0.02% 445
2021
Q2
$901K Sell
3,109
-346
-10% -$100K 0.02% 457
2021
Q1
$423K Buy
+3,455
New +$423K 0.01% 725