Lee Financial Group Hawaii’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$1.78M	Buy	6,815 +40	+0.6%	+$10.4K	1.39%	10
2023 Q4	$1.64M	Buy	6,775 +239	+4%	+$57.8K	1.39%	10
2023 Q3	$1.4M	Buy	6,536 +643	+11%	+$138K	1.28%	11
2023 Q2	$1.35M	Buy	5,893 +837	+17%	+$192K	1.24%	11
2023 Q1	$1.09M	Buy	+5,056	New	+$1.09M	1.13%	11