Crestwood Advisors Group’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 | $3.65M | Sell |
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|
2025
Q1 | $3.35M | Buy |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $2.96M | Buy |
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|
2024
Q2 | $2.58M | Buy |
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|
2024
Q1 | $2.49M | Buy |
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|
2023
Q4 | $963K | Hold |
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|
2023
Q3 | $854K | Buy |
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|
2023
Q2 | $746K | Buy |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $613K | Sell |
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|
2022
Q2 | $639K | Sell |
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|
2022
Q1 | $807K | Sell |
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|
2021
Q4 | $920K | Buy |
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|
2021
Q3 | $793K | Hold |
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|
2021
Q2 | $820K | Sell |
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|
2021
Q1 | $805K | Sell |
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|
2020
Q4 | $822K | Buy |
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|
2020
Q3 | $652K | Buy |
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|
2020
Q2 | $557K | Sell |
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|
2020
Q1 | $958K | Sell |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $796K | Buy |
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|
2019
Q2 | $591K | Buy |
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