Topel & Distasi Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $920K | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.46M | Hold |
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|
2024
Q2 | $1.36M | Hold |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.17M | Hold |
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|
2023
Q2 | $1.25M | Hold |
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|
2023
Q1 | $1.18M | Hold |
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|
2022
Q4 | $1.09M | Hold |
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|
2022
Q3 | $1.15M | Hold |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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