HB Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Sell |
28,893
-1,098
| -4% | -$304K | 0.06% | 163 |
|
|
2025
Q1 | $7.55M | Buy |
29,991
+436
| +1% | +$110K | 0.06% | 168 |
|
|
2024
Q4 | $8.28M | Buy |
29,555
+1,513
| +5% | +$424K | 0.08% | 116 |
|
|
2024
Q3 | $7.5M | Buy |
28,042
+2,153
| +8% | +$576K | 0.08% | 120 |
|
|
2024
Q2 | $6.48M | Buy |
25,889
+2,759
| +12% | +$690K | 0.08% | 126 |
|
|
2024
Q1 | $6.03M | Buy |
23,130
+162
| +0.7% | +$42.2K | 0.08% | 131 |
|
|
2023
Q4 | $5.55M | Sell |
22,968
-98
| -0.4% | -$23.7K | 0.08% | 127 |
|
|
2023
Q3 | $4.94M | Buy |
23,066
+3,005
| +15% | +$644K | 0.08% | 127 |
|
|
2023
Q2 | $4.61M | Sell |
20,061
-110
| -0.5% | -$25.3K | 0.07% | 131 |
|
|
2023
Q1 | $4.37M | Buy |
20,171
+2,657
| +15% | +$575K | 0.08% | 132 |
|
|
2022
Q4 | $3.51M | Sell |
17,514
-1,828
| -9% | -$367K | 0.06% | 142 |
|
|
2022
Q3 | $3.77M | Buy |
19,342
+4,478
| +30% | +$874K | 0.08% | 118 |
|
|
2022
Q2 | $2.93M | Buy |
14,864
+3,109
| +26% | +$613K | 0.06% | 145 |
|
|
2022
Q1 | $2.92M | Buy |
11,755
+3,724
| +46% | +$924K | 0.05% | 144 |
|
|
2021
Q4 | $2.26M | Buy |
+8,031
| New | +$2.26M | 0.05% | 149 |
|