CFA
Cahill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
5,707
+543
| +11% | +$150K | 0.2% | 83 |
|
|
2025
Q1 | $1.3M | Buy |
5,164
+219
| +4% | +$55.1K | 0.18% | 92 |
|
|
2024
Q4 | $1.38M | Buy |
4,945
+2,397
| +94% | +$671K | 0.19% | 89 |
|
|
2024
Q3 | $681K | Sell |
2,548
-134
| -5% | -$35.8K | 0.09% | 137 |
|
|
2024
Q2 | $671K | Sell |
2,682
-6
| -0.2% | -$1.5K | 0.09% | 152 |
|
|
2024
Q1 | $701K | Sell |
2,688
-4
| -0.1% | -$1.04K | 0.1% | 152 |
|
|
2023
Q4 | $651K | Sell |
2,692
-76
| -3% | -$18.4K | 0.1% | 150 |
|
|
2023
Q3 | $593K | Buy |
2,768
+52
| +2% | +$11.1K | 0.1% | 148 |
|
|
2023
Q2 | $624K | Buy |
2,716
+326
| +14% | +$74.9K | 0.1% | 147 |
|
|
2023
Q1 | $517K | Sell |
2,390
-70
| -3% | -$15.2K | 0.09% | 150 |
|
|
2022
Q4 | $493K | Sell |
2,460
-228
| -8% | -$45.7K | 0.09% | 151 |
|
|
2022
Q3 | $525K | Buy |
2,688
+66
| +3% | +$12.9K | 0.11% | 149 |
|
|
2022
Q2 | $517K | Sell |
2,622
-23
| -0.9% | -$4.54K | 0.11% | 152 |
|
|
2022
Q1 | $656K | Buy |
2,645
+140
| +6% | +$34.7K | 0.12% | 139 |
|
|
2021
Q4 | $706K | Sell |
2,505
-208
| -8% | -$58.6K | 0.14% | 136 |
|
|
2021
Q3 | $760K | Sell |
2,713
-89
| -3% | -$24.9K | 0.16% | 128 |
|
|
2021
Q2 | $812K | Sell |
2,802
-15
| -0.5% | -$4.35K | 0.18% | 110 |
|
|
2021
Q1 | $773K | Sell |
2,817
-136
| -5% | -$37.3K | 0.19% | 104 |
|
|
2020
Q4 | $790K | Buy |
+2,953
| New | +$790K | 0.2% | 99 |
|
|
2014
Q2 | – | Sell |
-1,836
| Closed | -$229K | – | 115 |
|
|
2014
Q1 | $229K | Buy |
+1,836
| New | +$229K | 0.2% | 97 |
|