Golden State Equity Partners’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 | $1.35M | Buy |
4,879
+2,229
| +84% | +$617K | 0.25% | 90 |
|
|
2025
Q1 | $667K | Buy |
2,650
+246
| +10% | +$61.9K | 0.13% | 189 |
|
|
2024
Q4 | $673K | Buy |
2,404
+2,383
| +11,348% | +$667K | 0.13% | 186 |
|
|
2024
Q3 | $5.61K | Sell |
21
-3,240
| -99% | -$866K | ﹤0.01% | 644 |
|
|
2024
Q2 | $816K | Buy |
+3,261
| New | +$816K | 0.17% | 139 |
|
|
2023
Q4 | $787K | Buy |
3,255
+654
| +25% | +$158K | 0.19% | 123 |
|
|
2023
Q3 | $557K | Buy |
2,601
+314
| +14% | +$67.3K | 0.16% | 153 |
|
|
2023
Q2 | $525K | Buy |
+2,287
| New | +$525K | 0.15% | 172 |
|
|
2022
Q1 | $416K | Buy |
1,676
+261
| +18% | +$64.8K | 0.21% | 119 |
|
|
2021
Q4 | $399K | Buy |
1,415
+329
| +30% | +$92.8K | 0.2% | 106 |
|
|
2021
Q3 | $304K | Buy |
1,086
+75
| +7% | +$21K | 0.12% | 165 |
|
|
2021
Q2 | $293K | Buy |
1,011
+263
| +35% | +$76.2K | 0.11% | 186 |
|
|
2021
Q1 | $205K | Buy |
+748
| New | +$205K | 0.12% | 160 |
|