Kovitz Investment Group Partners’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 | $1.81M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $2.91M | Sell |
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|
2023
Q3 | $3.03M | Sell |
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|
2023
Q2 | $3.39M | Sell |
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|
2023
Q1 | $3.79M | Sell |
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|
2022
Q4 | $4.46M | Buy |
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|
2022
Q3 | $3.95M | Buy |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $635K | Sell |
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|
2021
Q2 | $762K | Sell |
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|
2021
Q1 | $834K | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $896K | Sell |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.56M | Buy |
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|
2019
Q3 | $1.43M | Sell |
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|
2019
Q2 | $1.55M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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