Avantax Planning Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
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|
2025
Q1 | $9.36M | Buy |
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|
2024
Q4 | $8.37M | Sell |
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|
2024
Q3 | $8.17M | Sell |
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|
2024
Q2 | $8.63M | Sell |
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|
2024
Q1 | $9.39M | Sell |
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|
2023
Q4 | $9.75M | Buy |
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|
2023
Q3 | $7.49M | Buy |
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|
2023
Q2 | $7.77M | Sell |
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|
2023
Q1 | $7.46M | Buy |
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|
2022
Q4 | $6.91M | Buy |
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|
2022
Q3 | $5.38M | Sell |
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|
2022
Q2 | $6.29M | Buy |
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|
2022
Q1 | $3.08M | Buy |
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|
2021
Q4 | $2.35M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $440K | Sell |
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|
2019
Q4 | $603K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $101K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $59K | Buy |
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