Summit Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,132
Closed -$281K 183
2022
Q1
$281K Buy
+1,132
New +$281K 0.06% 134
2021
Q3
Sell
-724
Closed -$210K 154
2021
Q2
$210K Buy
+724
New +$210K 0.05% 150