GoalVest Advisory’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

GoalVest Advisory’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.75K	Buy	+13	New	+$4.43K	﹤0.01%	388
2025 Q2	–	Sell	-232	Closed	-$58.4K	–	523
2025 Q1	$58.4K	Sell	232 -158	-41%	-$43.8K	0.02%	177
2024 Q4	$109K	Buy	390 +11	+3%	+$3.11K	0.03%	145
2024 Q3	$101K	Hold	379	–	–	0.03%	140
2024 Q2	$94.8K	Hold	379	–	–	0.03%	133
2024 Q1	$98.8K	Buy	+379	New	+$93.1K	0.03%	144
2023 Q4	–	Sell	-9	Closed	-$1.93K	–	497
2023 Q3	$1.93K	Buy	+9	New	+$2.05K	﹤0.01%	426
2021 Q2	$0	Buy	+1	New	+$280	﹤0.01%	250
2021 Q1	–	Sell	-10,831	Closed	-$2.9M	–	244
2020 Q4	$2.9M	Buy	+10,831	New	+$2.62M	2.44%	7

Other funds holding VBK

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return