Wallace Advisory Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,515
Closed -$366K 195
2024
Q1
$366K Buy
+1,515
New +$366K 0.28% 101
2023
Q1
Sell
-4,521
Closed -$907K 186
2022
Q4
$907K Buy
+4,521
New +$907K 0.72% 31