IHT Wealth Management’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 | $2.08M | Sell |
7,510
-1,088
| -13% | -$301K | 0.06% | 309 |
|
|
2025
Q1 | $2.16M | Buy |
8,598
+2,783
| +48% | +$701K | 0.07% | 275 |
|
|
2024
Q4 | $1.63M | Buy |
5,815
+30
| +0.5% | +$8.4K | 0.05% | 317 |
|
|
2024
Q3 | $1.55M | Buy |
5,785
+212
| +4% | +$56.7K | 0.04% | 383 |
|
|
2024
Q2 | $1.39M | Sell |
5,573
-922
| -14% | -$231K | 0.05% | 345 |
|
|
2024
Q1 | $1.69M | Buy |
6,495
+195
| +3% | +$50.8K | 0.07% | 296 |
|
|
2023
Q4 | $1.52M | Sell |
6,300
-345
| -5% | -$83.4K | 0.07% | 282 |
|
|
2023
Q3 | $1.42M | Buy |
6,645
+383
| +6% | +$82K | 0.07% | 263 |
|
|
2023
Q2 | $1.44M | Sell |
6,262
-7,371
| -54% | -$1.69M | 0.07% | 253 |
|
|
2023
Q1 | $2.95M | Sell |
13,633
-108
| -0.8% | -$23.4K | 0.17% | 121 |
|
|
2022
Q4 | $2.76M | Buy |
13,741
+50
| +0.4% | +$10K | 0.17% | 131 |
|
|
2022
Q3 | $2.67M | Buy |
13,691
+1,098
| +9% | +$214K | 0.2% | 107 |
|
|
2022
Q2 | $2.48M | Buy |
12,593
+6,906
| +121% | +$1.36M | 0.22% | 100 |
|
|
2022
Q1 | $1.41M | Buy |
5,687
+619
| +12% | +$154K | 0.11% | 192 |
|
|
2021
Q4 | $1.43M | Sell |
5,068
-55
| -1% | -$15.5K | 0.11% | 195 |
|
|
2021
Q3 | $1.44M | Sell |
5,123
-418
| -8% | -$117K | 0.12% | 172 |
|
|
2021
Q2 | $1.61M | Sell |
5,541
-175
| -3% | -$50.7K | 0.1% | 203 |
|
|
2021
Q1 | $1.57M | Buy |
5,716
+216
| +4% | +$59.3K | 0.11% | 185 |
|
|
2020
Q4 | $1.47M | Buy |
5,500
+194
| +4% | +$51.9K | 0.12% | 172 |
|
|
2020
Q3 | $1.14M | Sell |
5,306
-84
| -2% | -$18K | 0.11% | 186 |
|
|
2020
Q2 | $1.08M | Buy |
5,390
+11
| +0.2% | +$2.2K | 0.15% | 150 |
|
|
2020
Q1 | $808K | Sell |
5,379
-840
| -14% | -$126K | 0.12% | 192 |
|
|
2019
Q4 | $1.24M | Buy |
6,219
+788
| +15% | +$157K | 0.15% | 158 |
|
|
2019
Q3 | $989K | Buy |
5,431
+553
| +11% | +$101K | 0.13% | 174 |
|
|
2019
Q2 | $908K | Buy |
4,878
+876
| +22% | +$163K | 0.13% | 179 |
|
|
2019
Q1 | $719K | Buy |
4,002
+508
| +15% | +$91.3K | 0.12% | 199 |
|
|
2018
Q4 | $526K | Buy |
3,494
+862
| +33% | +$130K | 0.1% | 232 |
|
|
2018
Q3 | $493K | Sell |
2,632
-7
| -0.3% | -$1.31K | 0.11% | 232 |
|
|
2018
Q2 | $464K | Sell |
2,639
-127
| -5% | -$22.3K | 0.12% | 214 |
|
|
2018
Q1 | $442K | Buy |
2,766
+1,984
| +254% | +$317K | 0.12% | 202 |
|
|
2017
Q4 | $128K | Buy |
782
+270
| +53% | +$44.2K | 0.03% | 435 |
|
|
2017
Q3 | $79K | Buy |
512
+1
| +0.2% | +$154 | 0.03% | 401 |
|
|
2017
Q2 | $23 | Sell |
511
-16
| -3% | -$1 | 0.01% | 746 |
|
|
2017
Q1 | $73K | Sell |
527
-156
| -23% | -$21.6K | 0.05% | 339 |
|
|
2016
Q4 | $91K | Buy |
+683
| New | +$91K | 0.07% | 285 |
|