Klingman & Associates’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 | $294K | Buy |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $367K | Sell |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $306K | Hold |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $350K | Hold |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $311K | Sell |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $313K | Buy |
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