LifePlan Investment Advisors’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
Q4 | $4.58M | Buy |
|
|||||
|
2025
Q3 | $4.46M | Buy |
|
|||||
|
2025
Q2 | $4.07M | Sell |
|
|||||
|
2025
Q1 | $3.71M | Buy |
|
|||||
|
2024
Q4 | $4.11M | Sell |
|
|||||
|
2024
Q3 | $4.13M | Buy |
|
|||||
|
2024
Q2 | $3.65M | Buy |
|
|||||
|
2024
Q1 | $3.65M | Buy |
|
|||||
|
2023
Q4 | $2.16M | Buy |
|
|||||
|
2023
Q3 | $1.88M | Sell |
|
|||||
|
2023
Q2 | $2.03M | Buy |
|