WealthShield Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Buy |
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|
2025
Q1 | $760K | Buy |
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|
2024
Q4 | $839K | Sell |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $780K | Sell |
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|
2024
Q1 | $834K | Sell |
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|
2023
Q4 | $803K | Sell |
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|
2023
Q3 | $834K | Sell |
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|
2023
Q2 | $926K | Buy |
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|
2023
Q1 | $850K | Sell |
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|
2022
Q4 | $819K | Sell |
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|
2022
Q3 | $846K | Buy |
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|
2022
Q2 | $841K | Buy |
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|
2022
Q1 | $935K | Sell |
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|
2021
Q4 | $1.71M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $9K | Sell |
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|
2018
Q1 | $14K | Sell |
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|
2017
Q4 | $19K | Buy |
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