LifePlan Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
14,681
-51
| -0.3% | -$14.1K | 2.02% | 16 |
|
|
2025
Q1 | $3.71M | Buy |
14,732
+39
| +0.3% | +$9.82K | 2.13% | 17 |
|
|
2024
Q4 | $4.11M | Sell |
14,693
-735
| -5% | -$206K | 2.55% | 11 |
|
|
2024
Q3 | $4.13M | Buy |
15,428
+850
| +6% | +$227K | 2.64% | 10 |
|
|
2024
Q2 | $3.65M | Buy |
14,578
+576
| +4% | +$144K | 2.63% | 11 |
|
|
2024
Q1 | $3.65M | Buy |
14,002
+5,061
| +57% | +$1.32M | 2.91% | 9 |
|
|
2023
Q4 | $2.16M | Buy |
8,941
+170
| +2% | +$41.1K | 1.98% | 19 |
|
|
2023
Q3 | $1.88M | Sell |
8,771
-74
| -0.8% | -$15.8K | 2% | 20 |
|
|
2023
Q2 | $2.03M | Buy |
+8,845
| New | +$2.03M | 2.27% | 20 |
|