Compass Ion 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
Q2 | $2.28M | Sell |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $2.64M | Sell |
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|
2024
Q3 | $2.54M | Sell |
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|
2024
Q2 | $2.48M | Hold |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $2.08M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $234K | Buy |
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