SWP
Strategic Wealth Partners’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 | $117K | Buy |
+424
| New | +$117K | 0.01% | 370 |
|
|
2024
Q1 | – | Sell |
-1,174
| Closed | -$284K | – | 308 |
|
|
2023
Q4 | $284K | Buy |
+1,174
| New | +$284K | 0.04% | 228 |
|
|
2023
Q1 | – | Sell |
-1,260
| Closed | -$253K | – | 278 |
|
|
2022
Q4 | $253K | Sell |
1,260
-577
| -31% | -$116K | 0.05% | 225 |
|
|
2022
Q3 | $358K | Buy |
1,837
+455
| +33% | +$88.8K | 0.08% | 200 |
|
|
2022
Q2 | $272K | Buy |
+1,382
| New | +$272K | 0.06% | 203 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 834 |
|
|
2018
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 826 |
|