Falcon Wealth Planning’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
Q3 | $3.28M | Sell |
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|
2025
Q2 | $3.15M | Sell |
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|
2025
Q1 | $3.18M | Buy |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $933K | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $838K | Buy |
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|
2021
Q3 | $832K | Buy |
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|
2021
Q2 | $860K | Buy |
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|
2021
Q1 | $813K | Sell |
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|
2020
Q4 | $802K | Buy |
|