WFA
WMG Financial Advisors’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 | $225K | Buy |
+812
| New | +$225K | 0.08% | 167 |
|
|
2025
Q1 | – | Sell |
-776
| Closed | -$217K | – | 182 |
|
|
2024
Q4 | $217K | Sell |
776
-53
| -6% | -$14.8K | 0.09% | 151 |
|
|
2024
Q3 | $222K | Buy |
829
+6
| +0.7% | +$1.6K | 0.1% | 152 |
|
|
2024
Q2 | $206K | Sell |
823
-16
| -2% | -$4K | 0.11% | 142 |
|
|
2024
Q1 | $219K | Buy |
+839
| New | +$219K | 0.13% | 131 |
|
|
2022
Q2 | – | Sell |
-843
| Closed | -$208K | – | 179 |
|
|
2022
Q1 | $208K | Buy |
843
+44
| +6% | +$10.9K | 0.15% | 163 |
|
|
2021
Q4 | $225K | Buy |
+799
| New | +$225K | 0.18% | 150 |
|