Financial Gravity Asset Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $48.6K | Buy |
+193
| New | +$48.6K | 0.01% | 308 |
|
2024
Q2 | $51.5K | Sell |
206
-840
| -80% | -$210K | 0.01% | 264 |
|
2024
Q1 | $261K | Sell |
1,046
-40
| -4% | -$10K | 0.04% | 166 |
|
2023
Q4 | $2.25M | Buy |
1,086
+592
| +120% | +$1.22M | 0.02% | 208 |
|
2023
Q3 | $2.1M | Buy |
494
+468
| +1,800% | +$1.99M | 0.02% | 204 |
|
2023
Q2 | $6 | Hold |
26
| – | – | ﹤0.01% | 1578 |
|
2023
Q1 | $6 | Buy |
+26
| New | +$6 | ﹤0.01% | 911 |
|
2022
Q1 | – | Sell |
-112
| Closed | -$27 | – | 1015 |
|
2021
Q4 | $27 | Sell |
112
-2
| -2% | – | ﹤0.01% | 793 |
|
2021
Q3 | $33K | Hold |
114
| – | – | 0.02% | 685 |
|
2021
Q2 | $33K | Buy |
114
+5
| +5% | +$1.45K | 0.01% | 687 |
|
2021
Q1 | $30 | Hold |
109
| – | – | ﹤0.01% | 617 |
|
2020
Q4 | $29K | Buy |
+109
| New | +$29K | 0.03% | 110 |
|
2020
Q2 | – | Sell |
-113
| Closed | -$17 | – | 885 |
|
2020
Q1 | $17 | Buy |
113
+2
| +2% | – | ﹤0.01% | 1014 |
|
2019
Q4 | $22K | Buy |
111
+2
| +2% | +$396 | 0.02% | 982 |
|
2019
Q3 | $20K | Hold |
109
| – | – | 0.02% | 455 |
|
2019
Q2 | $20K | Hold |
109
| – | – | 0.02% | 478 |
|
2019
Q1 | $20K | Buy |
+109
| New | +$20K | 0.02% | 448 |
|
2018
Q3 | $18K | Buy |
+109
| New | +$18K | 0.02% | 487 |
|