Center for Financial 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 | $3.25M | Sell |
11,735
-1,185
| -9% | -$328K | 0.37% | 18 |
|
|
2025
Q1 | $3.25M | Sell |
12,920
-312
| -2% | -$78.6K | 0.42% | 17 |
|
|
2024
Q4 | $3.71M | Sell |
13,232
-90
| -0.7% | -$25.2K | 0.49% | 17 |
|
|
2024
Q3 | $3.56M | Sell |
13,322
-248
| -2% | -$66.3K | 0.48% | 15 |
|
|
2024
Q2 | $3.39M | Sell |
13,570
-366
| -3% | -$91.5K | 0.49% | 17 |
|
|
2024
Q1 | $3.63M | Sell |
13,936
-204
| -1% | -$53.2K | 0.54% | 14 |
|
|
2023
Q4 | $3.42M | Buy |
14,140
+11,889
| +528% | +$2.87M | 0.63% | 13 |
|
|
2023
Q3 | $482K | Sell |
2,251
-625
| -22% | -$134K | 0.1% | 82 |
|
|
2023
Q2 | $661K | Hold |
2,876
| – | – | 0.14% | 65 |
|
|
2023
Q1 | $622K | Sell |
2,876
-50
| -2% | -$10.8K | 0.14% | 66 |
|
|
2022
Q4 | $587K | Sell |
2,926
-1,700
| -37% | -$341K | 0.14% | 66 |
|
|
2022
Q3 | $903K | Buy |
4,626
+1,115
| +32% | +$218K | 0.24% | 53 |
|
|
2022
Q2 | $692K | Buy |
3,511
+672
| +24% | +$132K | 0.18% | 63 |
|
|
2022
Q1 | $704K | Buy |
2,839
+991
| +54% | +$246K | 0.14% | 70 |
|
|
2021
Q4 | $521K | Buy |
1,848
+26
| +1% | +$7.33K | 0.11% | 80 |
|
|
2021
Q3 | $510K | Hold |
1,822
| – | – | 0.12% | 77 |
|
|
2021
Q2 | $528K | Sell |
1,822
-189
| -9% | -$54.8K | 0.13% | 77 |
|
|
2021
Q1 | $552K | Buy |
2,011
+52
| +3% | +$14.3K | 0.14% | 74 |
|
|
2020
Q4 | $524K | Sell |
1,959
-675
| -26% | -$181K | 0.15% | 70 |
|
|
2020
Q3 | $566K | Sell |
2,634
-475
| -15% | -$102K | 0.18% | 59 |
|
|
2020
Q2 | $621K | Sell |
3,109
-1,708
| -35% | -$341K | 0.22% | 51 |
|
|
2020
Q1 | $724K | Buy |
4,817
+4,684
| +3,522% | +$704K | 0.24% | 46 |
|
|
2019
Q4 | $26K | Buy |
+133
| New | +$26K | 0.01% | 241 |
|