KA
Klingman & Associates’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
1,061
+68
| +7% | +$18.8K | 0.02% | 246 |
|
|
2025
Q1 | $250K | Sell |
993
-35
| -3% | -$8.81K | 0.02% | 237 |
|
|
2024
Q4 | $288K | Sell |
1,028
-346
| -25% | -$96.9K | 0.02% | 211 |
|
|
2024
Q3 | $367K | Sell |
1,374
-7
| -0.5% | -$1.87K | 0.02% | 192 |
|
|
2024
Q2 | $345K | Sell |
1,381
-26
| -2% | -$6.5K | 0.02% | 177 |
|
|
2024
Q1 | $367K | Hold |
1,407
| – | – | 0.03% | 174 |
|
|
2023
Q4 | $340K | Hold |
1,407
| – | – | 0.03% | 174 |
|
|
2023
Q3 | $301K | Hold |
1,407
| – | – | 0.02% | 178 |
|
|
2023
Q2 | $323K | Sell |
1,407
-6
| -0.4% | -$1.38K | 0.03% | 165 |
|
|
2023
Q1 | $306K | Hold |
1,413
| – | – | 0.03% | 155 |
|
|
2022
Q4 | $283K | Buy |
1,413
+5
| +0.4% | +$1K | 0.02% | 161 |
|
|
2022
Q3 | $275K | Buy |
1,408
+160
| +13% | +$31.3K | 0.03% | 153 |
|
|
2022
Q2 | $246K | Hold |
1,248
| – | – | 0.02% | 166 |
|
|
2022
Q1 | $310K | Sell |
1,248
-105
| -8% | -$26.1K | 0.03% | 161 |
|
|
2021
Q4 | $381K | Hold |
1,353
| – | – | 0.03% | 128 |
|
|
2021
Q3 | $379K | Buy |
1,353
+201
| +17% | +$56.3K | 0.04% | 118 |
|
|
2021
Q2 | $334K | Sell |
1,152
-5
| -0.4% | -$1.45K | 0.03% | 125 |
|
|
2021
Q1 | $318K | Sell |
1,157
-151
| -12% | -$41.5K | 0.03% | 129 |
|
|
2020
Q4 | $350K | Hold |
1,308
| – | – | 0.04% | 108 |
|
|
2020
Q3 | $281K | Sell |
1,308
-251
| -16% | -$53.9K | 0.04% | 115 |
|
|
2020
Q2 | $311K | Sell |
1,559
-30
| -2% | -$5.99K | 0.05% | 103 |
|
|
2020
Q1 | $239K | Buy |
1,589
+15
| +1% | +$2.26K | 0.05% | 105 |
|
|
2019
Q4 | $313K | Buy |
+1,574
| New | +$313K | 0.05% | 104 |
|