TWM
Tradition 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 | $2.11M | Buy |
7,637
+8
| +0.1% | +$2.22K | 0.17% | 118 |
|
|
2025
Q1 | $1.92M | Buy |
7,629
+130
| +2% | +$32.7K | 0.17% | 115 |
|
|
2024
Q4 | $2.1M | Buy |
7,499
+32
| +0.4% | +$8.96K | 0.19% | 106 |
|
|
2024
Q3 | $2M | Buy |
7,467
+48
| +0.6% | +$12.8K | 0.18% | 105 |
|
|
2024
Q2 | $1.86M | Buy |
7,419
+285
| +4% | +$71.3K | 0.18% | 111 |
|
|
2024
Q1 | $1.86M | Buy |
7,134
+73
| +1% | +$19K | 0.19% | 107 |
|
|
2023
Q4 | $1.71M | Buy |
7,061
+251
| +4% | +$60.7K | 0.18% | 103 |
|
|
2023
Q3 | $1.46M | Buy |
6,810
+668
| +11% | +$143K | 0.17% | 104 |
|
|
2023
Q2 | $1.41M | Buy |
6,142
+213
| +4% | +$48.9K | 0.16% | 105 |
|
|
2023
Q1 | $1.28M | Buy |
5,929
+320
| +6% | +$69.2K | 0.16% | 105 |
|
|
2022
Q4 | $1.13M | Buy |
5,609
+691
| +14% | +$139K | 0.16% | 101 |
|
|
2022
Q3 | $960K | Buy |
4,918
+1,388
| +39% | +$271K | 0.14% | 110 |
|
|
2022
Q2 | $696K | Buy |
3,530
+293
| +9% | +$57.8K | 0.1% | 132 |
|
|
2022
Q1 | $803K | Sell |
3,237
-224
| -6% | -$55.6K | 0.1% | 139 |
|
|
2021
Q4 | $975K | Buy |
3,461
+43
| +1% | +$12.1K | 0.12% | 130 |
|
|
2021
Q3 | $958K | Buy |
3,418
+565
| +20% | +$158K | 0.14% | 125 |
|
|
2021
Q2 | $827K | Buy |
2,853
+484
| +20% | +$140K | 0.12% | 134 |
|
|
2021
Q1 | $651K | Buy |
2,369
+464
| +24% | +$128K | 0.11% | 141 |
|
|
2020
Q4 | $510K | Buy |
+1,905
| New | +$510K | 0.1% | 148 |
|