Jackson Grant Investment Advisers’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
Q2 | $150K | Hold |
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|
2025
Q1 | $136K | Sell |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | $196K | Buy |
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|
2024
Q1 | $178K | Buy |
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|
2023
Q4 | $164K | Buy |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $156K | Buy |
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|
2023
Q1 | $146K | Sell |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $143K | Buy |
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|
2022
Q2 | $145K | Buy |
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|
2022
Q1 | $182K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $205K | Buy |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q4 | $195K | Buy |
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|
2020
Q3 | $149K | Buy |
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|
2020
Q2 | $138K | Hold |
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|
2020
Q1 | $104K | Sell |
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|
2019
Q4 | $235K | Buy |
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|
2019
Q3 | $215K | Buy |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $221K | Hold |
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|
2018
Q4 | $186K | Buy |
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|
2018
Q3 | $230K | Hold |
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|
2018
Q2 | $216K | Buy |
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|
2018
Q1 | $201K | Buy |
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|
2017
Q4 | $197K | Buy |
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|
2017
Q3 | $186K | Buy |
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|
2017
Q2 | $177K | Buy |
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|
2017
Q1 | $171K | Buy |
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|
2016
Q4 | $161K | Buy |
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|
2016
Q3 | $85K | Buy |
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|
2016
Q2 | $80K | Buy |
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|
2016
Q1 | $76K | Buy |
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|
2015
Q4 | $78K | Buy |
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