
Wealth Enhancement Advisory Services’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 | $26.4M | Sell |
93,880
-25
| -0% | -$7.04K | 0.04% | 350 |
|
2025
Q1 | $23.6M | Sell |
93,905
-3,288
| -3% | -$828K | 0.05% | 349 |
|
2024
Q4 | $27.2M | Buy |
97,193
+2,203
| +2% | +$617K | 0.05% | 309 |
|
2024
Q3 | $25.4M | Buy |
94,990
+279
| +0.3% | +$74.6K | 0.05% | 310 |
|
2024
Q2 | $23.7M | Buy |
94,711
+1,614
| +2% | +$404K | 0.06% | 298 |
|
2024
Q1 | $24.3M | Buy |
93,097
+3,481
| +4% | +$908K | 0.06% | 282 |
|
2023
Q4 | $21.7M | Buy |
89,616
+2,106
| +2% | +$509K | 0.06% | 283 |
|
2023
Q3 | $18.7M | Buy |
+87,510
| New | +$18.7M | 0.06% | 289 |
|
2023
Q1 | – | Sell |
-39,811
| Closed | -$8.71M | – | 561 |
|
2022
Q4 | $8.71M | Buy |
39,811
+1,826
| +5% | +$399K | 0.11% | 92 |
|
2022
Q3 | $7.58M | Buy |
37,985
+1,811
| +5% | +$361K | 0.11% | 93 |
|
2022
Q2 | $7.5M | Sell |
36,174
-371
| -1% | -$76.9K | 0.1% | 98 |
|
2022
Q1 | $9.25M | Buy |
36,545
+4,750
| +15% | +$1.2M | 0.12% | 87 |
|
2021
Q4 | $7.75M | Sell |
31,795
-521
| -2% | -$127K | 0.11% | 85 |
|
2021
Q3 | $9.48M | Sell |
32,316
-4,581
| -12% | -$1.34M | 0.14% | 77 |
|
2021
Q2 | $10.2M | Buy |
36,897
+163
| +0.4% | +$45.2K | 0.17% | 68 |
|
2021
Q1 | $10.4M | Buy |
+36,734
| New | +$10.4M | 0.19% | 62 |
|