Geneos Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.19M | Sell |
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|
2025
Q2 | $4.23M | Sell |
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|
2025
Q1 | $7.9M | Buy |
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|
2024
Q4 | $1.98M | Sell |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $855K | Buy |
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|
2023
Q2 | $854K | Buy |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $594K | Buy |
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|
2022
Q2 | $600K | Sell |
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|
2022
Q1 | $883K | Buy |
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|
2021
Q4 | $949K | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $2.05M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $518K | Buy |
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|
2020
Q2 | $462K | Buy |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $453K | Buy |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $389K | Buy |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $208K | Buy |
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|
2018
Q3 | $246K | Buy |
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|
2018
Q2 | $171K | Buy |
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|
2018
Q1 | $132K | Buy |
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|
2017
Q4 | $57K | Buy |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $11K | Hold |
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|
2017
Q1 | $11K | Buy |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $9K | Buy |
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