Capital Planning’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,747
| Closed | -$943K | – | 101 |
|
|
2025
Q1 | $943K | Sell |
3,747
-146
| -4% | -$36.8K | 0.26% | 49 |
|
|
2024
Q4 | $1.09M | Sell |
3,893
-39
| -1% | -$10.9K | 0.29% | 47 |
|
|
2024
Q3 | $1.05M | Buy |
3,932
+244
| +7% | +$65.2K | 0.29% | 43 |
|
|
2024
Q2 | $924K | Buy |
3,688
+91
| +3% | +$22.8K | 0.28% | 42 |
|
|
2024
Q1 | $938K | Buy |
3,597
+408
| +13% | +$106K | 0.31% | 44 |
|
|
2023
Q4 | $771K | Buy |
+3,189
| New | +$771K | 0.27% | 47 |
|