Independent Advisor Alliance’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,583
| Closed | -$2.12M | – | 1334 |
|
2024
Q4 | $2.12M | Buy |
+7,583
| New | +$2.12M | 0.03% | 493 |
|
2020
Q1 | – | Sell |
-9,138
| Closed | -$1.82M | – | 814 |
|
2019
Q4 | $1.82M | Buy |
+9,138
| New | +$1.82M | 0.08% | 257 |
|
2017
Q2 | – | Sell |
-1,894
| Closed | -$262K | – | 392 |
|
2017
Q1 | $262K | Buy |
+1,894
| New | +$262K | 0.04% | 333 |
|