Beacon Financial Advisory’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 | $500K | Buy |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $690K | Hold |
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|
2024
Q1 | $709K | Buy |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $689K | Sell |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $689K | Sell |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $639K | Buy |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $623K | Buy |
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|
2020
Q3 | $481K | Buy |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $342K | Sell |
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|
2019
Q4 | $512K | Buy |
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