Financial Planning & Information Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.57M | Buy |
32,069
+828
| +3% | +$221K | 1.18% | 22 |
|
|
2024
Q2 | $7.81M | Buy |
31,241
+129
| +0.4% | +$32.3K | 1.19% | 22 |
|
|
2024
Q1 | $8.11M | Sell |
31,112
-1,564
| -5% | -$408K | 1.22% | 24 |
|
|
2023
Q4 | $7.9M | Buy |
32,676
+971
| +3% | +$235K | 1.25% | 23 |
|
|
2023
Q3 | $6.79M | Sell |
31,705
-14
| -0% | -$3K | 1.26% | 21 |
|
|
2023
Q2 | $7.29M | Buy |
31,719
+5,160
| +19% | +$1.19M | 1.34% | 20 |
|
|
2023
Q1 | $5.75M | Buy |
26,559
+2,467
| +10% | +$534K | 1.11% | 23 |
|
|
2022
Q4 | $4.83M | Buy |
24,092
+1,018
| +4% | +$204K | 1.02% | 22 |
|
|
2022
Q3 | $4.5M | Buy |
23,074
+131
| +0.6% | +$25.6K | 1.09% | 21 |
|
|
2022
Q2 | $4.52M | Buy |
22,943
+2,085
| +10% | +$411K | 1.1% | 21 |
|
|
2022
Q1 | $5.18M | Buy |
20,858
+354
| +2% | +$87.8K | 1.16% | 20 |
|
|
2021
Q4 | $5.78M | Buy |
20,504
+18,716
| +1,047% | +$5.27M | 1.42% | 18 |
|
|
2021
Q3 | $501K | Buy |
1,788
+235
| +15% | +$65.8K | 0.14% | 50 |
|
|
2021
Q2 | $450K | Buy |
1,553
+324
| +26% | +$93.9K | 0.13% | 51 |
|
|
2021
Q1 | $338K | Buy |
+1,229
| New | +$338K | 0.1% | 55 |
|