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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$2.53M	Buy	10,112 +17	+0.2%	+$4.25K	0.03%	208
2024 Q1	$2.63M	Sell	10,095 -31	-0.3%	-$8.08K	0.03%	210
2023 Q4	$2.45M	Sell	10,126 -404	-4%	-$97.7K	0.03%	210
2023 Q3	$2.26M	Sell	10,530 -797	-7%	-$171K	0.03%	205
2023 Q2	$2.6M	Buy	11,327 +6,016	+113%	+$1.38M	0.04%	193
2023 Q1	$1.07M	Hold	5,311	–	–	0.02%	256
2022 Q4	$1.07M	Buy	5,311 +392	+8%	+$78.6K	0.02%	257
2022 Q3	$960K	Sell	4,919 -559	-10%	-$109K	0.02%	263
2022 Q2	$1.08M	Sell	5,478 -139	-2%	-$27.4K	0.02%	256
2022 Q1	$1.39M	Sell	5,617 -991	-15%	-$246K	0.03%	233
2021 Q4	$1.86M	Buy	6,608 +596	+10%	+$168K	0.04%	188
2021 Q3	$1.68M	Buy	6,012 +1,094	+22%	+$306K	0.03%	190
2021 Q2	$1.43M	Buy	4,918 +328	+7%	+$95K	0.03%	218
2021 Q1	$1.26M	Sell	4,590 -255	-5%	-$70.1K	0.06%	209
2020 Q4	$1.3M	Buy	4,845 +490	+11%	+$131K	0.07%	195
2020 Q3	$936K	Buy	4,355 +345	+9%	+$74.1K	0.07%	187
2020 Q2	$800K	Sell	4,010 -690	-15%	-$138K	0.08%	167
2020 Q1	$706K	Buy	4,700 +307	+7%	+$46.1K	0.07%	208
2019 Q4	$873K	Buy	4,393 +483	+12%	+$96K	0.08%	171
2019 Q3	$712K	Hold	3,910	–	–	0.08%	184
2019 Q2	$728K	Buy	3,910 +213	+6%	+$39.7K	0.08%	188
2019 Q1	$664K	Buy	3,697 +228	+7%	+$41K	0.08%	184
2018 Q4	$522K	Buy	3,469 +39	+1%	+$5.87K	0.08%	180
2018 Q3	$643K	Buy	3,430 +362	+12%	+$67.9K	0.1%	156
2018 Q2	$539K	Buy	3,068 +215	+8%	+$37.8K	0.09%	169
2018 Q1	$468K	Hold	2,853	–	–	0.09%	177
2017 Q4	$459K	Sell	2,853 -894	-24%	-$144K	0.1%	176
2017 Q3	$572K	Hold	3,747	–	–	0.14%	137
2017 Q2	$546K	Sell	3,747 -451	-11%	-$65.7K	0.13%	149
2017 Q1	$591K	Buy	4,198 +451	+12%	+$63.5K	0.17%	116
2016 Q4	$499K	Sell	3,747 -1,276	-25%	-$170K	0.16%	120
2016 Q3	$662K	Sell	5,023 -180	-3%	-$23.7K	0.22%	94
2016 Q2	$645K	Buy	+5,203	New	+$645K	0.22%	94