Wealthstreet Investment Advisors’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
2022 Q1	$12K	Hold	50	–	–	0.32%	54
2021 Q4	$14K	Hold	50	–	–	0.35%	50
2021 Q3	$14K	Hold	50	–	–	0.39%	49
2021 Q2	$14K	Sell	50 -12,519	-100%	-$3.5M	0.07%	73
2021 Q1	$3.45M	Buy	12,569 +255	+2%	+$71.9K	0.34%	72
2020 Q4	$3.29M	Buy	12,314 +72	+0.6%	+$17.4K	0.33%	73
2020 Q3	$2.63M	Buy	12,242 +1,599	+15%	+$338K	0.29%	77
2020 Q2	$2.12M	Sell	10,643 -61	-0.6%	-$11K	0.26%	91
2020 Q1	$1.61M	Buy	10,704 +1,016	+10%	+$189K	0.24%	95
2019 Q4	$1.93M	Buy	9,688 +1,544	+19%	+$293K	0.22%	101
2019 Q3	$1.51M	Buy	8,144 +1,112	+16%	+$207K	0.19%	109
2019 Q2	$1.31M	Buy	7,032 +41	+0.6%	+$7.46K	0.17%	119
2019 Q1	$1.26M	Buy	6,991 +61	+0.9%	+$10.5K	0.17%	120
2018 Q4	$1.15M	Sell	6,930 -1,111	-14%	-$183K	0.16%	124
2018 Q3	$1.51M	Sell	8,041 -187	-2%	-$34.4K	0.19%	118
2018 Q2	$1.45M	Buy	8,228 +952	+13%	+$163K	0.19%	120
2018 Q1	$1.19M	Sell	7,276 -152	-2%	-$25.1K	0.15%	137
2017 Q4	$1.2M	Buy	+7,428	New	+$1.17M	0.14%	144