Watershed Private Wealth’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
Q3
Sell
-840
Closed -$210K 125
2024
Q2
$210K Hold
840
0.09% 110
2024
Q1
$219K Sell
840
-261
-24% -$68K 0.1% 114
2023
Q4
$266K Buy
+1,101
New +$266K 0.15% 90