HM Payson & Co’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 | $240K | Hold |
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|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $203K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $206K | Hold |
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|
2023
Q3 | $183K | Buy |
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|
2023
Q2 | $186K | Hold |
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|
2023
Q1 | $175K | Hold |
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|
2022
Q4 | $162K | Sell |
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|
2022
Q3 | $173K | Hold |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $81K | Buy |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $45K | Hold |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $32K | Sell |
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|
2019
Q4 | $54K | Sell |
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|
2019
Q3 | $58K | Hold |
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|
2019
Q2 | $60K | Buy |
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