JFS Wealth Advisors’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 | $1.32M | Buy |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $97.6K | Sell |
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|
2024
Q1 | $147K | Buy |
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|
2023
Q4 | $94.3K | Hold |
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|
2023
Q3 | $83.5K | Hold |
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|
2023
Q2 | $89.6K | Hold |
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|
2023
Q1 | $84.4K | Hold |
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|
2022
Q4 | $78.2K | Buy |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $62K | Hold |
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|
2022
Q1 | $78K | Hold |
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|
2021
Q4 | $88K | Sell |
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|
2021
Q3 | $90K | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $4K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $43K | Buy |
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