Heartwood Wealth Advisors’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 | $762K | Hold |
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|
2025
Q2 | $709K | Hold |
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|
2025
Q1 | $645K | Hold |
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|
2024
Q4 | $717K | Hold |
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|
2024
Q3 | $684K | Hold |
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|
2024
Q2 | $640K | Hold |
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|
2024
Q1 | $667K | Hold |
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|
2023
Q4 | $619K | Hold |
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $588K | Hold |
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|
2023
Q1 | $554K | Hold |
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|
2022
Q4 | $513K | Hold |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $504K | Hold |
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|
2022
Q1 | $635K | Hold |
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|
2021
Q4 | $721K | Hold |
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|
2021
Q3 | $717K | Hold |
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|
2021
Q2 | $742K | Hold |
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|
2021
Q1 | $703K | Hold |
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|
2020
Q4 | $685K | Hold |
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|
2020
Q3 | $550K | Hold |
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|
2020
Q2 | $511K | Hold |
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|
2020
Q1 | $385K | Hold |
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|
2019
Q4 | $509K | Buy |
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