Hemington Wealth Management’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
$437K Hold
1,581
0.06% 85
2025
Q1
$398K Sell
1,581
-279
-15% -$70.2K 0.06% 83
2024
Q4
$520K Hold
1,860
0.13% 69
2024
Q3
$496K Hold
1,860
0.13% 69
2024
Q2
$465K Sell
1,860
-289
-13% -$72.3K 0.16% 72
2024
Q1
$561K Hold
2,149
0.2% 62
2023
Q4
$520K Sell
2,149
-16
-0.7% -$3.87K 0.2% 62
2023
Q3
$463K Hold
2,165
0.22% 57
2023
Q2
$497K Sell
2,165
-36
-2% -$8.26K 0.2% 58
2023
Q1
$476K Hold
2,201
0.19% 57
2022
Q4
$441K Buy
2,201
+624
+40% +$125K 0.19% 58
2022
Q3
$308K Sell
1,577
-23
-1% -$4.49K 0.13% 70
2022
Q2
$315K Sell
1,600
-92
-5% -$18.1K 0.13% 77
2022
Q1
$420K Sell
1,692
-113
-6% -$28.1K 0.14% 72
2021
Q4
$483K Buy
1,805
+73
+4% +$19.5K 0.22% 48
2021
Q3
$485K Sell
1,732
-68
-4% -$19K 0.18% 59
2021
Q2
$522K Sell
1,800
-5
-0.3% -$1.45K 0.22% 52
2021
Q1
$496K Hold
1,805
0.21% 52
2020
Q4
$483K Buy
+1,805
New +$483K 0.22% 48