SWA
Strategies Wealth Advisors’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 | $38.6M | Sell |
139,346
-693
| -0.5% | -$192K | 4.21% | 6 |
|
|
2025
Q1 | $35.3M | Buy |
140,039
+7,203
| +5% | +$1.81M | 4.31% | 7 |
|
|
2024
Q4 | $38.7M | Buy |
132,836
+11,242
| +9% | +$3.28M | 4.82% | 6 |
|
|
2024
Q3 | $32.5M | Buy |
121,594
+5,053
| +4% | +$1.35M | 4.35% | 7 |
|
|
2024
Q2 | $29.2M | Buy |
116,541
+11,174
| +11% | +$2.79M | 4.25% | 8 |
|
|
2024
Q1 | $27.5M | Buy |
105,367
+9,232
| +10% | +$2.41M | 4.23% | 8 |
|
|
2023
Q4 | $23.2M | Buy |
96,135
+4,755
| +5% | +$1.15M | 3.97% | 10 |
|
|
2023
Q3 | $19.6M | Buy |
91,380
+4,795
| +6% | +$1.03M | 3.84% | 9 |
|
|
2023
Q2 | $19.9M | Buy |
86,585
+2,605
| +3% | +$598K | 4.07% | 9 |
|
|
2023
Q1 | $18.2M | Buy |
83,980
+5,013
| +6% | +$1.08M | 4% | 9 |
|
|
2022
Q4 | $15.8M | Buy |
+78,967
| New | +$15.8M | 3.9% | 9 |
|
|
2022
Q2 | $14M | Buy |
70,965
+9,635
| +16% | +$1.9M | 4.01% | 8 |
|
|
2022
Q1 | $15.2M | Buy |
61,330
+13,105
| +27% | +$3.25M | 4.07% | 7 |
|
|
2021
Q4 | $13.6M | Buy |
+48,225
| New | +$13.6M | 3.81% | 7 |
|