Iron Horse Wealth Management’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
Q2 | $139K | Buy |
502
+17
| +4% | +$4.71K | 0.04% | 70 |
|
|
2025
Q1 | $122K | Hold |
485
| – | – | 0.04% | 68 |
|
|
2024
Q4 | $136K | Hold |
485
| – | – | 0.05% | 63 |
|
|
2024
Q3 | $130K | Hold |
485
| – | – | 0.04% | 63 |
|
|
2024
Q2 | $121K | Buy |
485
+40
| +9% | +$10K | 0.05% | 59 |
|
|
2024
Q1 | $116K | Sell |
445
-45
| -9% | -$11.7K | 0.05% | 56 |
|
|
2023
Q4 | $118K | Hold |
490
| – | – | 0.05% | 49 |
|
|
2023
Q3 | $105K | Buy |
490
+84
| +21% | +$18K | 0.05% | 49 |
|
|
2023
Q2 | $93.3K | Sell |
406
-253
| -38% | -$58.1K | 0.05% | 53 |
|
|
2023
Q1 | $143K | Hold |
659
| – | – | 0.07% | 43 |
|
|
2022
Q4 | $132K | Buy |
659
+450
| +215% | +$90.1K | 0.07% | 45 |
|
|
2022
Q3 | $41K | Sell |
209
-450
| -68% | -$88.3K | 0.06% | 45 |
|
|
2022
Q2 | $130K | Hold |
659
| – | – | 0.07% | 42 |
|
|
2022
Q1 | $164K | Sell |
659
-47
| -7% | -$11.7K | 0.09% | 40 |
|
|
2021
Q4 | $199K | Hold |
706
| – | – | 0.11% | 38 |
|
|
2021
Q3 | $198K | Hold |
706
| – | – | 0.12% | 34 |
|
|
2021
Q2 | $205K | Hold |
706
| – | – | 0.14% | 35 |
|
|
2021
Q1 | $194K | Hold |
706
| – | – | 0.15% | 38 |
|
|
2020
Q4 | $189K | Buy |
+706
| New | +$189K | 0.15% | 34 |
|