Wheelhouse Advisory Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Wheelhouse Advisory Group’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$555K	Sell
2025 Q2	$526K	Sell
2025 Q1	$490K	Sell
2024 Q4	$571K	Sell
2024 Q3	$620K	Sell
2024 Q2	$797K	Sell
2024 Q1	$1.18M	Sell
2023 Q4	$1.25M	Buy