TWM
Triton 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 | $208K | Buy |
+730
| New | +$208K | 0.09% | 101 |
|
|
2024
Q4 | $210K | Sell |
740
-46
| -6% | -$13.1K | 0.11% | 89 |
|
|
2024
Q3 | $208K | Sell |
786
-3
| -0.4% | -$794 | 0.12% | 84 |
|
|
2024
Q2 | $206K | Buy |
+789
| New | +$206K | 0.12% | 81 |
|
|
2022
Q2 | – | Sell |
-1,601
| Closed | -$387K | – | 96 |
|
|
2022
Q1 | $387K | Hold |
1,601
| – | – | 0.2% | 61 |
|
|
2021
Q4 | $387K | Sell |
1,601
-66
| -4% | -$16K | 0.2% | 61 |
|
|
2021
Q3 | $481K | Sell |
1,667
-86
| -5% | -$24.8K | 0.23% | 60 |
|
|
2021
Q2 | $497K | Buy |
1,753
+127
| +8% | +$36K | 0.28% | 60 |
|
|
2021
Q1 | $454K | Sell |
1,626
-27
| -2% | -$7.54K | 0.31% | 65 |
|
|
2020
Q4 | $440K | Sell |
1,653
-7
| -0.4% | -$1.86K | 0.28% | 49 |
|
|
2020
Q3 | $367K | Sell |
1,660
-30
| -2% | -$6.63K | 0.31% | 45 |
|
|
2020
Q2 | $355K | Sell |
1,690
-33
| -2% | -$6.93K | 0.37% | 43 |
|
|
2020
Q1 | $302K | Buy |
+1,723
| New | +$302K | 0.49% | 38 |
|