Valmark Advisers’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,180
| Closed | -$610K | – | 625 |
|
|
2024
Q4 | $610K | Sell |
2,180
-1,307
| -37% | -$366K | 0.01% | 383 |
|
|
2024
Q3 | $932K | Buy |
+3,487
| New | +$932K | 0.01% | 312 |
|
|
2023
Q1 | – | Sell |
-1,084
| Closed | -$217K | – | 482 |
|
|
2022
Q4 | $217K | Sell |
1,084
-30
| -3% | -$6.02K | 0.01% | 419 |
|
|
2022
Q3 | $217K | Buy |
+1,114
| New | +$217K | ﹤0.01% | 389 |
|