Founders Financial Securities’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 | $1.94M | Buy |
7,016
+225
| +3% | +$62.3K | 0.15% | 130 |
|
|
2025
Q1 | $1.68M | Sell |
6,791
-19
| -0.3% | -$4.7K | 0.14% | 138 |
|
|
2024
Q4 | $1.91M | Buy |
6,810
+313
| +5% | +$87.7K | 0.17% | 113 |
|
|
2024
Q3 | $1.74M | Buy |
6,497
+393
| +6% | +$105K | 0.16% | 119 |
|
|
2024
Q2 | $1.53M | Sell |
6,104
-464
| -7% | -$116K | 0.14% | 131 |
|
|
2024
Q1 | $1.71M | Buy |
6,568
+3,587
| +120% | +$935K | 0.18% | 112 |
|
|
2023
Q4 | $721K | Buy |
2,981
+621
| +26% | +$150K | 0.08% | 207 |
|
|
2023
Q3 | $505K | Buy |
2,360
+11
| +0.5% | +$2.36K | 0.07% | 212 |
|
|
2023
Q2 | $540K | Buy |
2,349
+191
| +9% | +$43.9K | 0.07% | 203 |
|
|
2023
Q1 | $467K | Buy |
2,158
+219
| +11% | +$47.4K | 0.07% | 205 |
|
|
2022
Q4 | $389K | Sell |
1,939
-12
| -0.6% | -$2.41K | 0.06% | 219 |
|
|
2022
Q3 | $381K | Buy |
+1,951
| New | +$381K | 0.07% | 203 |
|
|
2017
Q3 | – | Sell |
-18,751
| Closed | -$2.73M | – | 104 |
|
|
2017
Q2 | $2.73M | Sell |
18,751
-3,316
| -15% | -$483K | 1.04% | 26 |
|
|
2017
Q1 | $3.1M | Sell |
22,067
-18,701
| -46% | -$2.63M | 1.18% | 23 |
|
|
2016
Q4 | $5.43M | Sell |
40,768
-25,856
| -39% | -$3.44M | 2.26% | 14 |
|
|
2016
Q3 | $8.78M | Buy |
+66,624
| New | +$8.78M | 3.75% | 10 |
|