FOFP
Fee-Only Financial 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 | $8.37M | Buy |
30,239
+79
| +0.3% | +$21.9K | 5.18% | 6 |
|
|
2025
Q1 | $7.59M | Sell |
30,160
-108
| -0.4% | -$27.2K | 5.18% | 6 |
|
|
2024
Q4 | $8.48M | Sell |
30,268
-795
| -3% | -$223K | 5.48% | 6 |
|
|
2024
Q3 | $8.31M | Sell |
31,063
-37
| -0.1% | -$9.89K | 5.32% | 6 |
|
|
2024
Q2 | $7.78M | Sell |
31,100
-35
| -0.1% | -$8.76K | 5.24% | 6 |
|
|
2024
Q1 | $8.12M | Sell |
31,135
-13
| -0% | -$3.39K | 5.48% | 6 |
|
|
2023
Q4 | $7.53M | Sell |
31,148
-26
| -0.1% | -$6.29K | 5.44% | 6 |
|
|
2023
Q3 | $6.68M | Buy |
31,174
+497
| +2% | +$106K | 5.38% | 6 |
|
|
2023
Q2 | $7.05M | Sell |
30,677
-225
| -0.7% | -$51.7K | 5.38% | 6 |
|
|
2023
Q1 | $6.69M | Sell |
30,902
-1,386
| -4% | -$300K | 5.43% | 6 |
|
|
2022
Q4 | $6.48M | Buy |
+32,288
| New | +$6.48M | 5.42% | 6 |
|