Wealth Enhancement Advisory Services
VBK icon

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