WMWM
Whitaker-Myers Wealth Managers’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 | $18M | Buy |
64,839
+7,720
| +14% | +$2.14M | 4.52% | 6 |
|
|
2025
Q1 | $14.4M | Buy |
57,119
+2,303
| +4% | +$580K | 4.03% | 7 |
|
|
2024
Q4 | $15.4M | Buy |
54,816
+6,471
| +13% | +$1.81M | 4.48% | 6 |
|
|
2024
Q3 | $12.9M | Buy |
48,345
+3,495
| +8% | +$934K | 4.3% | 6 |
|
|
2024
Q2 | $11.2M | Buy |
44,850
+9,172
| +26% | +$2.29M | 4.14% | 6 |
|
|
2024
Q1 | $9.3M | Buy |
35,678
+7,338
| +26% | +$1.91M | 3.92% | 6 |
|
|
2023
Q4 | $6.85M | Buy |
28,340
+4,359
| +18% | +$1.05M | 3.41% | 7 |
|
|
2023
Q3 | $5.14M | Buy |
23,981
+6,083
| +34% | +$1.3M | 3.19% | 8 |
|
|
2023
Q2 | $4.11M | Buy |
17,898
+3,330
| +23% | +$765K | 2.75% | 8 |
|
|
2023
Q1 | $3.15M | Buy |
14,568
+5,727
| +65% | +$1.24M | 2.44% | 8 |
|
|
2022
Q4 | $1.77M | Buy |
+8,841
| New | +$1.77M | 1.7% | 16 |
|