HP
Holistic Planning’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 | $1.33M | Sell |
4,802
-57
| -1% | -$15.8K | 0.38% | 51 |
|
|
2025
Q1 | $1.22M | Buy |
4,859
+37
| +0.8% | +$9.32K | 0.41% | 48 |
|
|
2024
Q4 | $1.35M | Sell |
4,822
-129
| -3% | -$36.1K | 0.49% | 41 |
|
|
2024
Q3 | $1.32M | Buy |
4,951
+559
| +13% | +$149K | 0.56% | 38 |
|
|
2024
Q2 | $1.15M | Sell |
4,392
-46
| -1% | -$12K | 0.88% | 39 |
|
|
2024
Q1 | $1.16M | Sell |
4,438
-60
| -1% | -$15.6K | 0.88% | 37 |
|
|
2023
Q4 | $1.09M | Buy |
+4,498
| New | +$1.09M | 0.92% | 38 |
|