BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $35.9K | Sell |
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|
2022
Q4 | $37.1K | Buy |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $33K | Buy |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $5K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
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