EP
Essential Planning’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
16,863
-107
| -0.6% | -$29.6K | 1.74% | 13 |
|
|
2025
Q1 | $4.27M | Sell |
16,970
-1,092,439
| -98% | -$275M | 1.72% | 14 |
|
|
2024
Q4 | $313M | Buy |
1,109,409
+1,091,640
| +6,144% | +$308M | 2.04% | 11 |
|
|
2024
Q3 | $4.75M | Sell |
17,769
-92
| -0.5% | -$24.6K | 1.95% | 13 |
|
|
2024
Q2 | $4.47M | Sell |
17,861
-80
| -0.4% | -$20K | 1.97% | 13 |
|
|
2024
Q1 | $4.34M | Sell |
17,941
-30
| -0.2% | -$7.25K | 2.17% | 14 |
|
|
2023
Q4 | $4.34M | Sell |
17,971
-199
| -1% | -$48.1K | 2.19% | 13 |
|
|
2023
Q3 | $3.9M | Buy |
18,170
+186
| +1% | +$39.9K | 2.16% | 13 |
|
|
2023
Q2 | $4.13M | Buy |
17,984
+891
| +5% | +$204K | 2.35% | 13 |
|
|
2023
Q1 | $3.7M | Buy |
17,093
+1,316
| +8% | +$285K | 2.24% | 13 |
|
|
2022
Q4 | $3.08M | Buy |
+15,777
| New | +$3.08M | 2.36% | 11 |
|