BFA
BBJS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.3M | Sell |
53,596
-10,079
| -16% | -$2.69M | 5.11% | 6 |
|
|
2024
Q2 | $15.9M | Sell |
63,675
-2,671
| -4% | -$668K | 5.94% | 4 |
|
|
2024
Q1 | $17.3M | Buy |
66,346
+3,732
| +6% | +$973K | 6.17% | 2 |
|
|
2023
Q4 | $15.1M | Buy |
62,614
+1,477
| +2% | +$357K | 5.26% | 3 |
|
|
2023
Q3 | $13.1M | Buy |
61,137
+3,909
| +7% | +$837K | 4.96% | 3 |
|
|
2023
Q2 | $13.1M | Buy |
57,228
+21
| +0% | +$4.83K | 5.27% | 3 |
|
|
2023
Q1 | $12.4M | Sell |
57,207
-1,012
| -2% | -$219K | 5.05% | 3 |
|
|
2022
Q4 | $11.7M | Buy |
+58,219
| New | +$11.7M | 5.26% | 3 |
|