Clearstead Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $451K | Sell |
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|
2025
Q2 | $471K | Buy |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $141K | Hold |
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|
2023
Q1 | $133K | Sell |
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|
2022
Q4 | $191K | Buy |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $145K | Sell |
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|
2022
Q1 | $195K | Hold |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $196K | Hold |
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|
2021
Q2 | $203K | Hold |
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|
2021
Q1 | $192K | Buy |
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|
2020
Q4 | $90K | Hold |
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|
2020
Q3 | $72K | Buy |
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|
2020
Q2 | $54K | Hold |
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|
2020
Q1 | $41K | Buy |
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