IA
IFG Advisors’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 | $789K | Sell |
2,849
-28
| -1% | -$7.76K | 0.13% | 69 |
|
|
2025
Q1 | $724K | Hold |
2,877
| – | – | 0.14% | 68 |
|
|
2024
Q4 | $806K | Buy |
2,877
+346
| +14% | +$96.9K | 0.16% | 65 |
|
|
2024
Q3 | $677K | Buy |
2,531
+6
| +0.2% | +$1.6K | 0.14% | 67 |
|
|
2024
Q2 | $632K | Hold |
2,525
| – | – | 0.15% | 67 |
|
|
2024
Q1 | $658K | Hold |
2,525
| – | – | 0.17% | 60 |
|
|
2023
Q4 | $610K | Sell |
2,525
-35
| -1% | -$8.46K | 0.18% | 61 |
|
|
2023
Q3 | $548K | Sell |
2,560
-333
| -12% | -$71.3K | 0.19% | 62 |
|
|
2023
Q2 | $665K | Buy |
2,893
+344
| +13% | +$79K | 0.24% | 50 |
|
|
2023
Q1 | $552K | Hold |
2,549
| – | – | 0.22% | 58 |
|
|
2022
Q4 | $511K | Sell |
2,549
-6
| -0.2% | -$1.2K | 0.22% | 56 |
|
|
2022
Q3 | $499K | Buy |
2,555
+511
| +25% | +$99.8K | 0.25% | 55 |
|
|
2022
Q2 | $403K | Buy |
2,044
+233
| +13% | +$45.9K | 0.2% | 65 |
|
|
2022
Q1 | $449K | Buy |
1,811
+5
| +0.3% | +$1.24K | 0.2% | 70 |
|
|
2021
Q4 | $509K | Buy |
1,806
+266
| +17% | +$75K | 0.22% | 66 |
|
|
2021
Q3 | $431K | Hold |
1,540
| – | – | 0.2% | 66 |
|
|
2021
Q2 | $446K | Hold |
1,540
| – | – | 0.21% | 61 |
|
|
2021
Q1 | $423K | Hold |
1,540
| – | – | 0.23% | 56 |
|
|
2020
Q4 | $412K | Sell |
1,540
-18
| -1% | -$4.82K | 0.26% | 54 |
|
|
2020
Q3 | $335K | Hold |
1,558
| – | – | 0.24% | 61 |
|
|
2020
Q2 | $311K | Buy |
1,558
+36
| +2% | +$7.19K | 0.25% | 56 |
|
|
2020
Q1 | $229K | Buy |
+1,522
| New | +$229K | 0.23% | 70 |
|