TDWM
Topel & Distasi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,654
| Closed | -$920K | – | 71 |
|
|
2025
Q1 | $920K | Sell |
3,654
-783
| -18% | -$197K | 0.43% | 45 |
|
|
2024
Q4 | $1.24M | Sell |
4,437
-1,007
| -18% | -$282K | 0.53% | 37 |
|
|
2024
Q3 | $1.46M | Hold |
5,444
| – | – | 0.6% | 37 |
|
|
2024
Q2 | $1.36M | Hold |
5,444
| – | – | 0.6% | 36 |
|
|
2024
Q1 | $1.42M | Sell |
5,444
-39
| -0.7% | -$10.2K | 0.63% | 36 |
|
|
2023
Q4 | $1.33M | Buy |
5,483
+39
| +0.7% | +$9.43K | 0.63% | 35 |
|
|
2023
Q3 | $1.17M | Hold |
5,444
| – | – | 0.61% | 39 |
|
|
2023
Q2 | $1.25M | Hold |
5,444
| – | – | 0.63% | 37 |
|
|
2023
Q1 | $1.18M | Hold |
5,444
| – | – | 0.61% | 38 |
|
|
2022
Q4 | $1.09M | Hold |
5,444
| – | – | 0.61% | 38 |
|
|
2022
Q3 | $1.15M | Hold |
5,444
| – | – | 0.64% | 37 |
|
|
2022
Q2 | $1.07M | Buy |
5,444
+869
| +19% | +$171K | 0.62% | 37 |
|
|
2022
Q1 | $1.14M | Buy |
4,575
+994
| +28% | +$247K | 0.48% | 46 |
|
|
2021
Q4 | $1.01M | Buy |
+3,581
| New | +$1.01M | 0.41% | 51 |
|