FIA
Foundations Investment Advisors’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 | $459K | Sell |
1,657
-914
| -36% | -$253K | 0.01% | 607 |
|
|
2025
Q1 | $647K | Sell |
2,571
-229
| -8% | -$57.7K | 0.01% | 503 |
|
|
2024
Q4 | $784K | Buy |
2,800
+1,292
| +86% | +$362K | 0.02% | 448 |
|
|
2024
Q3 | $403K | Buy |
1,508
+289
| +24% | +$77.3K | 0.01% | 565 |
|
|
2024
Q2 | $305K | Buy |
1,219
+105
| +9% | +$26.3K | 0.01% | 607 |
|
|
2024
Q1 | $290K | Buy |
1,114
+12
| +1% | +$3.13K | 0.01% | 587 |
|
|
2023
Q4 | $263K | Sell |
1,102
-697
| -39% | -$166K | 0.01% | 584 |
|
|
2023
Q3 | $385K | Buy |
+1,799
| New | +$385K | 0.01% | 452 |
|
|
2022
Q1 | – | Sell |
-3,260
| Closed | -$866K | – | 369 |
|
|
2021
Q4 | $866K | Buy |
+3,260
| New | +$866K | 0.03% | 136 |
|
|
2020
Q3 | – | Sell |
-462,492
| Closed | -$93.2M | – | 186 |
|
|
2020
Q2 | $93.2M | Buy |
+462,492
| New | +$93.2M | 8.25% | 4 |
|