Golden State Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
1,104
-49
| -4% | -$13.6K | 0.04% | 297 |
|
|
2025
Q1 | $290K | Buy |
1,153
+216
| +23% | +$54.4K | 0.04% | 294 |
|
|
2024
Q4 | $263K | Buy |
+937
| New | +$263K | 0.04% | 283 |
|
|
2020
Q2 | – | Sell |
-472
| Closed | -$71K | – | 859 |
|
|
2020
Q1 | $71K | Buy |
+472
| New | +$71K | 0.03% | 302 |
|
|
2019
Q4 | – | Sell |
-433
| Closed | -$79K | – | 883 |
|
|
2019
Q3 | $79K | Hold |
433
| – | – | 0.03% | 349 |
|
|
2019
Q2 | $80K | Sell |
433
-68
| -14% | -$12.6K | 0.03% | 367 |
|
|
2019
Q1 | $90K | Buy |
+501
| New | +$90K | 0.03% | 338 |
|