Heritage Wealth Management (California)’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 | $2.04M | Sell |
7,375
-52
| -0.7% | -$14.4K | 1.36% | 18 |
|
|
2025
Q1 | $1.87M | Buy |
7,427
+424
| +6% | +$107K | 1.41% | 18 |
|
|
2024
Q4 | $1.96M | Buy |
7,003
+3,269
| +88% | +$915K | 1.41% | 17 |
|
|
2024
Q3 | $998K | Sell |
3,734
-122
| -3% | -$32.6K | 0.71% | 32 |
|
|
2024
Q2 | $965K | Buy |
3,856
+44
| +1% | +$11K | 0.71% | 30 |
|
|
2024
Q1 | $994K | Sell |
3,812
-527
| -12% | -$137K | 0.75% | 27 |
|
|
2023
Q4 | $1.05M | Buy |
+4,339
| New | +$1.05M | 0.84% | 23 |
|