Avantax Advisory Services’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 | $9.11M | Buy |
32,906
+132
| +0.4% | +$36.6K | 0.05% | 291 |
|
|
2025
Q1 | $8.25M | Sell |
32,774
-338
| -1% | -$85.1K | 0.05% | 291 |
|
|
2024
Q4 | $9.27M | Buy |
33,112
+305
| +0.9% | +$85.4K | 0.06% | 245 |
|
|
2024
Q3 | $8.77M | Buy |
32,807
+1,202
| +4% | +$321K | 0.06% | 253 |
|
|
2024
Q2 | $7.91M | Buy |
31,605
+2,482
| +9% | +$621K | 0.06% | 257 |
|
|
2024
Q1 | $7.59M | Sell |
29,123
-189
| -0.6% | -$49.3K | 0.07% | 224 |
|
|
2023
Q4 | $7.09M | Buy |
29,312
+1,475
| +5% | +$357K | 0.07% | 219 |
|
|
2023
Q3 | $5.96M | Buy |
27,837
+6,249
| +29% | +$1.34M | 0.07% | 219 |
|
|
2023
Q2 | $4.96M | Buy |
21,588
+6,212
| +40% | +$1.43M | 0.06% | 253 |
|
|
2023
Q1 | $3.33M | Sell |
15,376
-5,977
| -28% | -$1.29M | 0.04% | 326 |
|
|
2022
Q4 | $4.28M | Buy |
21,353
+1,871
| +10% | +$375K | 0.06% | 254 |
|
|
2022
Q3 | $3.8M | Buy |
19,482
+2,099
| +12% | +$410K | 0.06% | 251 |
|
|
2022
Q2 | $3.43M | Buy |
17,383
+3,480
| +25% | +$686K | 0.05% | 268 |
|
|
2022
Q1 | $3.44M | Buy |
13,903
+1,941
| +16% | +$481K | 0.05% | 274 |
|
|
2021
Q4 | $3.37M | Buy |
11,962
+1,357
| +13% | +$383K | 0.05% | 263 |
|
|
2021
Q3 | $2.98M | Sell |
10,605
-2,384
| -18% | -$669K | 0.05% | 269 |
|
|
2021
Q2 | $3.76M | Buy |
12,989
+1,042
| +9% | +$302K | 0.07% | 213 |
|
|
2021
Q1 | $3.28M | Buy |
11,947
+919
| +8% | +$252K | 0.07% | 206 |
|
|
2020
Q4 | $2.95M | Sell |
11,028
-9,571
| -46% | -$2.56M | 0.07% | 193 |
|
|
2020
Q3 | $4.43M | Buy |
20,599
+10,117
| +97% | +$2.17M | 0.07% | 223 |
|
|
2020
Q2 | $2.1M | Sell |
10,482
-442
| -4% | -$88.4K | 0.06% | 211 |
|
|
2020
Q1 | $1.64M | Sell |
10,924
-12,507
| -53% | -$1.88M | 0.05% | 220 |
|
|
2019
Q4 | $4.66M | Buy |
23,431
+1,684
| +8% | +$335K | 0.11% | 122 |
|
|
2019
Q3 | $3.96M | Sell |
21,747
-4,958
| -19% | -$904K | 0.16% | 74 |
|
|
2019
Q2 | $4.97M | Buy |
26,705
+3,044
| +13% | +$567K | 0.22% | 56 |
|
|
2019
Q1 | $4.25M | Buy |
23,661
+4,369
| +23% | +$785K | 0.23% | 56 |
|
|
2018
Q4 | $2.91M | Buy |
+19,292
| New | +$2.91M | 0.49% | 52 |
|