CIC Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $235K | Hold |
877
| – | – | 0.06% | 152 |
|
|
2024
Q2 | $219K | Hold |
877
| – | – | 0.06% | 152 |
|
|
2024
Q1 | $229K | Hold |
877
| – | – | 0.07% | 147 |
|
|
2023
Q4 | $212K | Buy |
+877
| New | +$212K | 0.07% | 149 |
|
|
2023
Q3 | – | Sell |
-929
| Closed | -$213K | – | 162 |
|
|
2023
Q2 | $213K | Sell |
929
-4
| -0.4% | -$919 | 0.07% | 147 |
|
|
2023
Q1 | $202K | Sell |
933
-263
| -22% | -$56.9K | 0.08% | 154 |
|
|
2022
Q4 | $240K | Buy |
+1,196
| New | +$240K | 0.1% | 136 |
|