Concord Wealth Partners’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 | $105K | Sell |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $114K | Hold |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $106K | Sell |
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|
2023
Q4 | $102K | Hold |
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|
2023
Q3 | $90K | Buy |
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|
2023
Q2 | $90.1K | Buy |
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|
2023
Q1 | $76.8K | Buy |
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|
2022
Q4 | $61.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $84K | Sell |
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|
2021
Q4 | $99K | Buy |
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|
2021
Q3 | $8K | Sell |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $25K | Buy |
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