Wealthspire Advisors (New York)’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
Q3 | $106M | Sell |
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|
2025
Q2 | $101M | Sell |
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|
2025
Q1 | $93.9M | Buy |
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|
2024
Q4 | $53.2M | Buy |
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|
2024
Q3 | $45.5M | Buy |
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|
2024
Q2 | $29.6M | Buy |
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|
2024
Q1 | $27.2M | Buy |
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|
2023
Q4 | $19.4M | Buy |
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|
2023
Q3 | $8.5M | Buy |
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|
2023
Q2 | $9.07M | Sell |
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|
2023
Q1 | $8.8M | Sell |
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|
2022
Q4 | $9.69M | Sell |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $5.23M | Buy |
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|
2022
Q1 | $4.7M | Sell |
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|
2021
Q4 | $7.76M | Buy |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $769K | Sell |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $709K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Buy |
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