Martel Wealth 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
Q3 | $4.12M | Sell |
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|
2025
Q2 | $3.94M | Buy |
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|
2025
Q1 | $3.4M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $3.94M | Sell |
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|
2024
Q2 | $3.71M | Buy |
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|
2024
Q1 | $3.85M | Sell |
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|
2023
Q4 | $3.71M | Sell |
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|
2023
Q3 | $3.3M | Sell |
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|
2023
Q2 | $3.66M | Sell |
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|
2023
Q1 | $3.65M | Buy |
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|
2022
Q4 | $3.07M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $856K | Buy |
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|
2021
Q4 | $927K | Buy |
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|
2021
Q3 | $908K | Buy |
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|
2021
Q2 | $935K | Buy |
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|
2021
Q1 | $861K | Sell |
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|
2020
Q4 | $873K | Sell |
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|
2020
Q3 | $713K | Sell |
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|
2020
Q2 | $674K | Buy |
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|
2020
Q1 | $461K | Sell |
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|
2019
Q4 | $614K | Buy |
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|
2019
Q3 | $562K | Sell |
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|
2019
Q2 | $596K | Buy |
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|
2019
Q1 | $575K | Buy |
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|
2018
Q4 | $459K | Sell |
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|
2018
Q3 | $644K | Buy |
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