WFPG
Waller Financial Planning 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 | $598K | Sell |
2,160
-587
| -21% | -$163K | 0.14% | 47 |
|
|
2025
Q1 | $692K | Sell |
2,747
-89
| -3% | -$22.4K | 0.19% | 43 |
|
|
2024
Q4 | $794K | Sell |
2,836
-494
| -15% | -$138K | 0.2% | 42 |
|
|
2024
Q3 | $890K | Buy |
3,330
+57
| +2% | +$15.2K | 0.22% | 41 |
|
|
2024
Q2 | $819K | Sell |
3,273
-75
| -2% | -$18.8K | 0.22% | 40 |
|
|
2024
Q1 | $873K | Sell |
3,348
-159
| -5% | -$41.5K | 0.23% | 40 |
|
|
2023
Q4 | $848K | Buy |
3,507
+160
| +5% | +$38.7K | 0.22% | 39 |
|
|
2023
Q3 | $717K | Sell |
3,347
-45
| -1% | -$9.64K | 0.21% | 38 |
|
|
2023
Q2 | $779K | Sell |
3,392
-88
| -3% | -$20.2K | 0.21% | 37 |
|
|
2023
Q1 | $753K | Sell |
3,480
-605
| -15% | -$131K | 0.21% | 37 |
|
|
2022
Q4 | $819K | Sell |
4,085
-1,937
| -32% | -$388K | 0.24% | 36 |
|
|
2022
Q3 | $1.18M | Buy |
6,022
+245
| +4% | +$47.8K | 0.36% | 34 |
|
|
2022
Q2 | $1.14M | Sell |
5,777
-218
| -4% | -$42.9K | 0.33% | 34 |
|
|
2022
Q1 | $1.49M | Buy |
5,995
+110
| +2% | +$27.3K | 0.39% | 29 |
|
|
2021
Q4 | $1.66M | Sell |
5,885
-497
| -8% | -$140K | 0.42% | 29 |
|
|
2021
Q3 | $1.79M | Hold |
6,382
| – | – | 0.48% | 29 |
|
|
2021
Q2 | $1.85M | Sell |
6,382
-204
| -3% | -$59.1K | 0.5% | 28 |
|
|
2021
Q1 | $1.81M | Sell |
6,586
-200
| -3% | -$54.9K | 0.52% | 26 |
|
|
2020
Q4 | $1.82M | Sell |
6,786
-153
| -2% | -$40.9K | 0.57% | 25 |
|
|
2020
Q3 | $1.49M | Hold |
6,939
| – | – | 0.55% | 27 |
|
|
2020
Q2 | $1.39M | Sell |
6,939
-1,323
| -16% | -$264K | 0.54% | 27 |
|
|
2020
Q1 | $1.24M | Sell |
8,262
-1,390
| -14% | -$209K | 0.65% | 24 |
|
|
2019
Q4 | $1.92M | Sell |
9,652
-110
| -1% | -$21.9K | 0.96% | 20 |
|
|
2019
Q3 | $1.82M | Buy |
9,762
+3
| +0% | +$558 | 0.96% | 19 |
|
|
2019
Q2 | $1.84M | Sell |
9,759
-681
| -7% | -$128K | 1.02% | 20 |
|
|
2019
Q1 | $1.93M | Sell |
10,440
-783
| -7% | -$144K | 1.11% | 20 |
|
|
2018
Q4 | $1.69M | Buy |
+11,223
| New | +$1.69M | 1.17% | 21 |
|