Buckingham Strategic Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Buckingham Strategic Wealth’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$2.53M	Buy	10,112 +17	+0.2%	+$4.24K	0.03%	208
2024 Q1	$2.63M	Sell	10,095 -31	-0.3%	-$7.61K	0.03%	210
2023 Q4	$2.45M	Sell	10,126 -404	-4%	-$87.7K	0.03%	210
2023 Q3	$2.26M	Sell	10,530 -797	-7%	-$181K	0.03%	205
2023 Q2	$2.6M	Buy	11,327 +6,016	+113%	+$1.31M	0.04%	193
2023 Q1	$1.07M	Hold	5,311	–	–	0.02%	256
2022 Q4	$1.07M	Buy	5,311 +392	+8%	+$80.2K	0.02%	257
2022 Q3	$960K	Sell	4,919 -559	-10%	-$120K	0.02%	263
2022 Q2	$1.08M	Sell	5,478 -139	-2%	-$30.1K	0.02%	256
2022 Q1	$1.39M	Sell	5,617 -991	-15%	-$244K	0.03%	233
2021 Q4	$1.86M	Buy	6,608 +596	+10%	+$171K	0.04%	188
2021 Q3	$1.68M	Buy	6,012 +1,094	+22%	+$313K	0.03%	190
2021 Q2	$1.43M	Buy	4,918 +328	+7%	+$91.8K	0.03%	218
2021 Q1	$1.26M	Sell	4,590 -255	-5%	-$71.9K	0.06%	209
2020 Q4	$1.3M	Buy	4,845 +490	+11%	+$118K	0.07%	195
2020 Q3	$936K	Buy	4,355 +345	+9%	+$72.9K	0.07%	187
2020 Q2	$800K	Sell	4,010 -690	-15%	-$125K	0.08%	167
2020 Q1	$706K	Buy	4,700 +307	+7%	+$57K	0.07%	208
2019 Q4	$873K	Buy	4,393 +483	+12%	+$91.6K	0.08%	171
2019 Q3	$712K	Hold	3,910	–	–	0.08%	184
2019 Q2	$728K	Buy	3,910 +213	+6%	+$38.7K	0.08%	188
2019 Q1	$664K	Buy	3,697 +228	+7%	+$39.2K	0.08%	184
2018 Q4	$522K	Buy	3,469 +39	+1%	+$6.43K	0.08%	180
2018 Q3	$643K	Buy	3,430 +362	+12%	+$66.6K	0.1%	156
2018 Q2	$539K	Buy	3,068 +215	+8%	+$36.9K	0.09%	169
2018 Q1	$468K	Hold	2,853	–	–	0.09%	177
2017 Q4	$459K	Sell	2,853 -894	-24%	-$141K	0.1%	176
2017 Q3	$572K	Hold	3,747	–	–	0.14%	137
2017 Q2	$546K	Sell	3,747 -451	-11%	-$64.6K	0.13%	149
2017 Q1	$591K	Buy	4,198 +451	+12%	+$62.5K	0.17%	116
2016 Q4	$499K	Sell	3,747 -1,276	-25%	-$167K	0.16%	120
2016 Q3	$662K	Sell	5,023 -180	-3%	-$23.4K	0.22%	94
2016 Q2	$645K	Buy	+5,203	New	+$631K	0.22%	94