Fingerlakes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
2,230
+6
| +0.3% | +$1.66K | 0.46% | 50 |
|
|
2025
Q1 | $560K | Sell |
2,224
-35
| -2% | -$8.81K | 0.48% | 48 |
|
|
2024
Q4 | $633K | Sell |
2,259
-3
| -0.1% | -$840 | 0.51% | 46 |
|
|
2024
Q3 | $605K | Sell |
2,262
-230
| -9% | -$61.5K | 0.5% | 50 |
|
|
2024
Q2 | $623K | Buy |
2,492
+68
| +3% | +$17K | 0.56% | 46 |
|
|
2024
Q1 | $632K | Buy |
2,424
+101
| +4% | +$26.3K | 0.61% | 46 |
|
|
2023
Q4 | $562K | Sell |
2,323
-104
| -4% | -$25.1K | 0.6% | 45 |
|
|
2023
Q3 | $520K | Sell |
2,427
-86
| -3% | -$18.4K | 0.64% | 45 |
|
|
2023
Q2 | $577K | Buy |
2,513
+5
| +0.2% | +$1.15K | 0.66% | 40 |
|
|
2023
Q1 | $543K | Buy |
2,508
+131
| +6% | +$28.3K | 0.68% | 42 |
|
|
2022
Q4 | $477K | Sell |
2,377
-202
| -8% | -$40.5K | 0.66% | 45 |
|
|
2022
Q3 | $503K | Buy |
2,579
+21
| +0.8% | +$4.1K | 0.73% | 39 |
|
|
2022
Q2 | $504K | Buy |
2,558
+96
| +4% | +$18.9K | 0.69% | 46 |
|
|
2022
Q1 | $611K | Buy |
2,462
+8
| +0.3% | +$1.99K | 0.71% | 42 |
|
|
2021
Q4 | $678K | Buy |
+2,454
| New | +$678K | 0.76% | 37 |
|