Bartlett & Co Wealth Management’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
Q3 | $10.5M | Sell |
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|
2025
Q2 | $10.1M | Sell |
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|
2025
Q1 | $9.31M | Sell |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $9.69M | Sell |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $9.64M | Sell |
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|
2023
Q3 | $8.5M | Buy |
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|
2023
Q2 | $9.08M | Sell |
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|
2023
Q1 | $8.82M | Sell |
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|
2022
Q4 | $8.28M | Sell |
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|
2022
Q3 | $8.32M | Buy |
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|
2022
Q2 | $7.89M | Sell |
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|
2022
Q1 | $10M | Sell |
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|
2021
Q4 | $11.4M | Sell |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $12.5M | Sell |
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|
2021
Q1 | $12M | Sell |
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|
2020
Q4 | $12M | Sell |
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|
2020
Q3 | $9.65M | Sell |
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|
2020
Q2 | $9.04M | Sell |
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|
2020
Q1 | $6.84M | Sell |
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|
2019
Q4 | $9.46M | Sell |
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|
2019
Q3 | $8.68M | Buy |
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|
2019
Q2 | $136K | Buy |
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|
2019
Q1 | $124K | Hold |
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|
2018
Q4 | $104K | Sell |
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|
2018
Q3 | $137K | Hold |
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|
2018
Q2 | $129K | Hold |
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|
2018
Q1 | $120K | Buy |
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