VBWMG
Von Berge Wealth Management Group’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 | $256K | Buy |
902
+1
| +0.1% | +$283 | 0.14% | 55 |
|
|
2025
Q1 | $222K | Sell |
901
-7
| -0.8% | -$1.73K | 0.14% | 55 |
|
|
2024
Q4 | $267K | Buy |
908
+1
| +0.1% | +$295 | 0.16% | 52 |
|
|
2024
Q3 | $258K | Sell |
907
-26
| -3% | -$7.39K | 0.16% | 54 |
|
|
2024
Q2 | $232K | Sell |
933
-39
| -4% | -$9.68K | 0.15% | 58 |
|
|
2024
Q1 | $253K | Hold |
972
| – | – | 0.16% | 55 |
|
|
2023
Q4 | $228K | Hold |
972
| – | – | 0.17% | 60 |
|
|
2023
Q3 | $208K | Buy |
972
+17
| +2% | +$3.64K | 0.18% | 57 |
|
|
2023
Q2 | $219K | Hold |
955
| – | – | 0.18% | 59 |
|
|
2023
Q1 | $207K | Hold |
955
| – | – | 0.18% | 63 |
|
|
2022
Q4 | $213K | Buy |
+955
| New | +$213K | 0.19% | 59 |
|
|
2022
Q3 | – | Sell |
-1,067
| Closed | -$214K | – | 60 |
|
|
2022
Q2 | $214K | Hold |
1,067
| – | – | 0.22% | 55 |
|
|
2022
Q1 | $255K | Hold |
1,067
| – | – | 0.23% | 50 |
|
|
2021
Q4 | $262K | Buy |
+1,067
| New | +$262K | 0.24% | 49 |
|