Integrated Wealth Concepts’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.39M | Buy |
|
|||||
|
2025
Q2 | $2.17M | Buy |
|
|||||
|
2025
Q1 | $1.97M | Sell |
|
|||||
|
2024
Q4 | $2.27M | Sell |
|
|||||
|
2024
Q3 | $2.23M | Buy |
|
|||||
|
2024
Q2 | $2.07M | Buy |
|
|||||
|
2024
Q1 | $1.97M | Buy |
|
|||||
|
2023
Q4 | $1.74M | Buy |
|
|||||
|
2023
Q3 | $1.53M | Buy |
|
|||||
|
2023
Q2 | $1.43M | Buy |
|
|||||
|
2023
Q1 | $844K | Sell |
|
|||||
|
2022
Q4 | $896K | Buy |
|
|||||
|
2022
Q3 | $631K | Sell |
|
|||||
|
2022
Q2 | $664K | Buy |
|
|||||
|
2022
Q1 | $817K | Sell |
|
|||||
|
2021
Q4 | $933K | Sell |
|
|||||
|
2021
Q3 | $1M | Sell |
|
|||||
|
2021
Q2 | $1.14M | Buy |
|
|||||
|
2021
Q1 | $903K | Buy |
|
|||||
|
2020
Q4 | $831K | Sell |
|
|||||
|
2020
Q3 | $919K | Buy |
|
|||||
|
2020
Q2 | $833K | Buy |
|
|||||
|
2020
Q1 | $568K | Buy |
|
|||||
|
2019
Q4 | $608K | Buy |
|
|||||
|
2019
Q3 | $514K | Buy |
|
|||||
|
2019
Q2 | $532K | Buy |
|
|||||
|
2019
Q1 | $482K | Buy |
|
|||||
|
2018
Q4 | $345K | Buy |
|
|||||
|
2018
Q3 | $368K | Sell |
|
|||||
|
2018
Q2 | $2.11M | Buy |
|
|||||
|
2018
Q1 | $279K | Buy |
|
|||||
|
2017
Q4 | $247K | Buy |
|