IA
IFP 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 | $8.95M | Buy |
32,280
+19,638
| +155% | +$5.45M | 0.25% | 77 |
|
|
2025
Q1 | $3.19M | Buy |
12,642
+7,699
| +156% | +$1.94M | 0.1% | 237 |
|
|
2024
Q4 | $1.38M | Buy |
4,943
+193
| +4% | +$54.1K | 0.05% | 440 |
|
|
2024
Q3 | $1.27M | Buy |
4,750
+179
| +4% | +$47.9K | 0.05% | 419 |
|
|
2024
Q2 | $1.14M | Sell |
4,571
-4
| -0.1% | -$1K | 0.05% | 406 |
|
|
2024
Q1 | $1.19M | Sell |
4,575
-1,490
| -25% | -$388K | 0.05% | 372 |
|
|
2023
Q4 | $1.47M | Sell |
6,065
-3,135
| -34% | -$758K | 0.07% | 308 |
|
|
2023
Q3 | $1.97M | Buy |
9,200
+298
| +3% | +$63.8K | 0.09% | 234 |
|
|
2023
Q2 | $2.05M | Buy |
8,902
+190
| +2% | +$43.7K | 0.09% | 250 |
|
|
2023
Q1 | $1.03M | Sell |
8,712
-22,100
| -72% | -$2.62M | 0.05% | 386 |
|
|
2022
Q4 | $3.72M | Buy |
30,812
+798
| +3% | +$96.3K | 0.1% | 196 |
|
|
2022
Q3 | $3.62M | Buy |
30,014
+1,465
| +5% | +$177K | 0.09% | 230 |
|
|
2022
Q2 | $3.44M | Hold |
28,549
| – | – | 0.11% | 213 |
|
|
2022
Q1 | $3.44M | Buy |
28,549
+23,303
| +444% | +$2.81M | 0.11% | 213 |
|
|
2021
Q4 | $1.48M | Sell |
5,246
-127
| -2% | -$35.8K | 0.03% | 318 |
|
|
2021
Q3 | $1.51M | Buy |
5,373
+329
| +7% | +$92.6K | 0.03% | 301 |
|
|
2021
Q2 | $1.46M | Sell |
5,044
-1,588
| -24% | -$460K | 0.03% | 308 |
|
|
2021
Q1 | $1.82M | Sell |
6,632
-1,420
| -18% | -$391K | 0.04% | 238 |
|
|
2020
Q4 | $2.16M | Buy |
8,052
+3,212
| +66% | +$860K | 0.09% | 199 |
|
|
2020
Q3 | $1.04M | Buy |
4,840
+1,883
| +64% | +$403K | 0.06% | 286 |
|
|
2020
Q2 | $581K | Sell |
2,957
-33
| -1% | -$6.48K | 0.05% | 384 |
|
|
2020
Q1 | $453K | Buy |
2,990
+11
| +0.4% | +$1.67K | 0.05% | 375 |
|
|
2019
Q4 | $593K | Sell |
2,979
-77
| -3% | -$15.3K | 0.04% | 394 |
|
|
2019
Q3 | $555K | Buy |
+3,056
| New | +$555K | 0.04% | 462 |
|
|
2019
Q1 | $83K | Sell |
463
-4,948
| -91% | -$887K | 0.01% | 759 |
|
|
2018
Q4 | $804K | Sell |
5,411
-15,585
| -74% | -$2.32M | 0.05% | 402 |
|
|
2018
Q3 | $3.93M | Buy |
20,996
+13,903
| +196% | +$2.6M | 0.16% | 146 |
|
|
2018
Q2 | $1.25M | Buy |
7,093
+655
| +10% | +$115K | 0.05% | 355 |
|
|
2018
Q1 | $1.04M | Hold |
6,438
| – | – | 0.05% | 385 |
|
|
2017
Q4 | $1.04M | Sell |
6,438
-2,422
| -27% | -$390K | 0.05% | 383 |
|
|
2017
Q3 | $1.35M | Sell |
8,860
-561
| -6% | -$85.6K | 0.05% | 356 |
|
|
2017
Q2 | $1.37M | Sell |
9,421
-14,085
| -60% | -$2.05M | 0.06% | 349 |
|
|
2017
Q1 | $3.31M | Buy |
23,506
+127
| +0.5% | +$17.9K | 0.14% | 157 |
|
|
2016
Q4 | $3.11M | Buy |
23,379
+1,454
| +7% | +$194K | 0.15% | 152 |
|
|
2016
Q3 | $2.89M | Buy |
21,925
+1,065
| +5% | +$140K | 0.15% | 146 |
|
|
2016
Q2 | $2.59M | Buy |
20,860
+20,397
| +4,405% | +$2.53M | 0.14% | 151 |
|
|
2016
Q1 | $83K | Sell |
463
-19,455
| -98% | -$3.49M | 0.01% | 759 |
|
|
2015
Q4 | $2.42M | Buy |
+19,918
| New | +$2.42M | 0.16% | 136 |
|