WLIM
White Lighthouse Investment Management’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 | $224K | Buy |
+807
| New | +$224K | 0.04% | 132 |
|
|
2024
Q4 | – | Sell |
-760
| Closed | -$203K | – | 137 |
|
|
2024
Q3 | $203K | Buy |
+760
| New | +$203K | 0.04% | 130 |
|
|
2021
Q1 | – | Sell |
-1,215
| Closed | -$325K | – | 117 |
|
|
2020
Q4 | $325K | Sell |
1,215
-22
| -2% | -$5.89K | 0.1% | 90 |
|
|
2020
Q3 | $266K | Sell |
1,237
-740
| -37% | -$159K | 0.09% | 99 |
|
|
2020
Q2 | $395K | Sell |
1,977
-586
| -23% | -$117K | 0.15% | 84 |
|
|
2020
Q1 | $385K | Buy |
2,563
+865
| +51% | +$130K | 0.16% | 85 |
|
|
2019
Q4 | $337K | Buy |
1,698
+432
| +34% | +$85.7K | 0.12% | 104 |
|
|
2019
Q3 | $230K | Buy |
+1,266
| New | +$230K | 0.09% | 122 |
|