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
2026 Q1	$61.7M	Buy	204,118 +632	+0.3%	+$199K	0.48%	37
2025 Q4	$61.5M	Sell	203,486 -153,716	-43%	-$46.4M	0.49%	41
2025 Q3	$106M	Sell	357,202 -6,960	-2%	-$2.01M	0.56%	26
2025 Q2	$101M	Sell	364,162 -8,866	-2%	-$2.28M	0.57%	27
2025 Q1	$93.9M	Buy	373,028 +182,955	+96%	+$50.7M	0.56%	28
2024 Q4	$53.2M	Buy	190,073 +20,048	+12%	+$5.67M	0.53%	39
2024 Q3	$45.5M	Buy	170,025 +51,719	+44%	+$13.3M	0.46%	44
2024 Q2	$29.6M	Buy	118,306 +13,972	+13%	+$3.49M	0.38%	39
2024 Q1	$27.2M	Buy	104,334 +24,000	+30%	+$5.9M	0.36%	40
2023 Q4	$19.4M	Buy	80,334 +40,669	+103%	+$8.83M	0.28%	46
2023 Q3	$8.5M	Buy	39,665 +181	+0.5%	+$41.1K	0.14%	73
2023 Q2	$9.07M	Sell	39,484 -1,184	-3%	-$258K	0.15%	70
2023 Q1	$8.8M	Sell	40,668 -7,656	-16%	-$1.65M	0.15%	72
2022 Q4	$9.69M	Sell	48,324 -5,062	-9%	-$1.04M	0.18%	67
2022 Q3	$10.4M	Buy	53,386 +26,842	+101%	+$5.76M	0.22%	62
2022 Q2	$5.23M	Buy	26,544 +7,621	+40%	+$1.65M	0.11%	85
2022 Q1	$4.7M	Sell	18,923 -8,623	-31%	-$2.12M	0.11%	74
2021 Q4	$7.76M	Buy	27,546 +20,989	+320%	+$6.02M	0.17%	57
2021 Q3	$1.84M	Buy	6,557 +3,904	+147%	+$1.12M	0.04%	173
2021 Q2	$769K	Sell	2,653 -3,394	-56%	-$949K	0.02%	185
2021 Q1	$1.66M	Buy	6,047 +3,397	+128%	+$958K	0.04%	193
2020 Q4	$709K	Buy	+2,650	New	+$641K	0.02%	253
2020 Q2	–	Sell	-1,412	Closed	-$212K	–	517
2020 Q1	$212K	Buy	+1,412	New	+$262K	0.01%	477