VWM
Valley Wealth Managers’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 | $1.73M | Sell |
6,260
-199
| -3% | -$55.1K | 0.12% | 116 |
|
|
2025
Q1 | $1.63M | Sell |
6,459
-530
| -8% | -$133K | 0.12% | 117 |
|
|
2024
Q4 | $1.96M | Sell |
6,989
-598
| -8% | -$167K | 0.15% | 111 |
|
|
2024
Q3 | $2.03M | Sell |
7,587
-295
| -4% | -$78.9K | 0.15% | 111 |
|
|
2024
Q2 | $1.97M | Sell |
7,882
-158
| -2% | -$39.5K | 0.16% | 112 |
|
|
2024
Q1 | $2.1M | Sell |
8,040
-148
| -2% | -$38.6K | 0.16% | 111 |
|
|
2023
Q4 | $1.98M | Buy |
8,188
+601
| +8% | +$145K | 0.15% | 109 |
|
|
2023
Q3 | $1.62M | Sell |
7,587
-233
| -3% | -$49.9K | 0.14% | 117 |
|
|
2023
Q2 | $1.8M | Sell |
7,820
-149
| -2% | -$34.2K | 0.16% | 97 |
|
|
2023
Q1 | $1.72M | Sell |
7,969
-195
| -2% | -$42.2K | 0.16% | 98 |
|
|
2022
Q4 | $1.64M | Buy |
8,164
+29
| +0.4% | +$5.82K | 0.15% | 100 |
|
|
2022
Q3 | $1.59M | Sell |
8,135
-316
| -4% | -$61.6K | 0.16% | 99 |
|
|
2022
Q2 | $1.67M | Sell |
8,451
-321
| -4% | -$63.2K | 0.16% | 100 |
|
|
2022
Q1 | $2.18M | Sell |
8,772
-290
| -3% | -$71.9K | 0.18% | 99 |
|
|
2021
Q4 | $2.55M | Buy |
9,062
+101
| +1% | +$28.5K | 0.2% | 97 |
|
|
2021
Q3 | $2.51M | Buy |
8,961
+136
| +2% | +$38.1K | 0.22% | 95 |
|
|
2021
Q2 | $2.56M | Buy |
8,825
+1,058
| +14% | +$307K | 0.22% | 94 |
|
|
2021
Q1 | $2.13M | Buy |
7,767
+501
| +7% | +$138K | 0.19% | 93 |
|
|
2020
Q4 | $1.95M | Buy |
7,266
+1,379
| +23% | +$369K | 0.19% | 93 |
|
|
2020
Q3 | $1.27M | Buy |
5,887
+561
| +11% | +$121K | 0.14% | 100 |
|
|
2020
Q2 | $1.06M | Buy |
5,326
+2,537
| +91% | +$506K | 0.12% | 101 |
|
|
2020
Q1 | $419K | Buy |
2,789
+431
| +18% | +$64.8K | 0.05% | 121 |
|
|
2019
Q4 | $468K | Buy |
2,358
+610
| +35% | +$121K | 0.05% | 140 |
|
|
2019
Q3 | $318K | Buy |
+1,748
| New | +$318K | 0.03% | 160 |
|