Wheelhouse Advisory Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
1,897
-50
| -3% | -$13.9K | 0.26% | 28 |
|
|
2025
Q1 | $490K | Sell |
1,947
-92
| -5% | -$23.2K | 0.28% | 29 |
|
|
2024
Q4 | $571K | Sell |
2,039
-280
| -12% | -$78.4K | 0.34% | 25 |
|
|
2024
Q3 | $620K | Sell |
2,319
-884
| -28% | -$236K | 0.4% | 24 |
|
|
2024
Q2 | $797K | Sell |
3,203
-1,311
| -29% | -$326K | 0.56% | 19 |
|
|
2024
Q1 | $1.18M | Sell |
4,514
-661
| -13% | -$172K | 0.9% | 14 |
|
|
2023
Q4 | $1.25M | Buy |
+5,175
| New | +$1.25M | 1.09% | 16 |
|