EFG
Everhart Financial Group’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 | $5.44M | Buy |
19,633
+2,645
| +16% | +$732K | 0.63% | 23 |
|
|
2025
Q1 | $4.28M | Buy |
16,988
+2,419
| +17% | +$609K | 0.58% | 24 |
|
|
2024
Q4 | $4.08M | Buy |
14,569
+1,024
| +8% | +$287K | 0.84% | 22 |
|
|
2024
Q3 | $3.62M | Sell |
13,545
-47
| -0.3% | -$12.6K | 0.8% | 26 |
|
|
2024
Q2 | $3.4M | Buy |
13,592
+495
| +4% | +$124K | 0.88% | 23 |
|
|
2024
Q1 | $3.41M | Buy |
13,097
+972
| +8% | +$253K | 0.99% | 21 |
|
|
2023
Q4 | $2.93M | Buy |
12,125
+277
| +2% | +$67K | 1.04% | 21 |
|
|
2023
Q3 | $2.54M | Buy |
11,848
+337
| +3% | +$72.2K | 1.08% | 22 |
|
|
2023
Q2 | $2.51M | Buy |
11,511
+1,266
| +12% | +$277K | 1.04% | 24 |
|
|
2023
Q1 | $2.22M | Buy |
10,245
+1,005
| +11% | +$217K | 0.99% | 24 |
|
|
2022
Q4 | $1.85M | Sell |
9,240
-6,672
| -42% | -$1.34M | 0.93% | 25 |
|
|
2022
Q3 | $3.11M | Buy |
15,912
+7,344
| +86% | +$1.43M | 1.72% | 12 |
|
|
2022
Q2 | $1.69M | Sell |
8,568
-712
| -8% | -$140K | 1.03% | 21 |
|
|
2022
Q1 | $2.3M | Buy |
9,280
+666
| +8% | +$165K | 1.33% | 21 |
|
|
2021
Q4 | $2.43M | Sell |
8,614
-786
| -8% | -$222K | 1.47% | 18 |
|
|
2021
Q3 | $2.63M | Sell |
9,400
-873
| -8% | -$245K | 1.8% | 16 |
|
|
2021
Q2 | $2.98M | Buy |
10,273
+1,403
| +16% | +$407K | 2.05% | 14 |
|
|
2021
Q1 | $2.44M | Buy |
8,870
+3
| +0% | +$824 | 2.14% | 13 |
|
|
2020
Q4 | $2.37M | Buy |
+8,867
| New | +$2.37M | 2.19% | 13 |
|