WANY
Wealthspire Advisors (New York)’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 | $101M | Sell |
364,162
-8,866
| -2% | -$2.46M | 0.57% | 27 |
|
|
2025
Q1 | $93.9M | Buy |
373,028
+182,955
| +96% | +$46.1M | 0.56% | 28 |
|
|
2024
Q4 | $53.2M | Buy |
190,073
+20,048
| +12% | +$5.61M | 0.53% | 39 |
|
|
2024
Q3 | $45.5M | Buy |
170,025
+51,719
| +44% | +$13.8M | 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% | +$6.26M | 0.36% | 40 |
|
|
2023
Q4 | $19.4M | Buy |
80,334
+40,669
| +103% | +$9.83M | 0.28% | 46 |
|
|
2023
Q3 | $8.5M | Buy |
39,665
+181
| +0.5% | +$38.8K | 0.14% | 73 |
|
|
2023
Q2 | $9.07M | Sell |
39,484
-1,184
| -3% | -$272K | 0.15% | 70 |
|
|
2023
Q1 | $8.8M | Sell |
40,668
-7,656
| -16% | -$1.66M | 0.15% | 72 |
|
|
2022
Q4 | $9.69M | Sell |
48,324
-5,062
| -9% | -$1.02M | 0.18% | 67 |
|
|
2022
Q3 | $10.4M | Buy |
53,386
+26,842
| +101% | +$5.24M | 0.22% | 62 |
|
|
2022
Q2 | $5.23M | Buy |
26,544
+7,621
| +40% | +$1.5M | 0.11% | 85 |
|
|
2022
Q1 | $4.7M | Sell |
18,923
-8,623
| -31% | -$2.14M | 0.11% | 74 |
|
|
2021
Q4 | $7.76M | Buy |
27,546
+20,989
| +320% | +$5.91M | 0.17% | 57 |
|
|
2021
Q3 | $1.84M | Buy |
6,557
+3,904
| +147% | +$1.09M | 0.04% | 173 |
|
|
2021
Q2 | $769K | Sell |
2,653
-3,394
| -56% | -$984K | 0.02% | 185 |
|
|
2021
Q1 | $1.66M | Buy |
6,047
+3,397
| +128% | +$933K | 0.04% | 193 |
|
|
2020
Q4 | $709K | Buy |
+2,650
| New | +$709K | 0.02% | 253 |
|
|
2020
Q2 | – | Sell |
-1,412
| Closed | -$212K | – | 516 |
|
|
2020
Q1 | $212K | Buy |
+1,412
| New | +$212K | 0.01% | 476 |
|