McKinley Carter Wealth Services’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 | $3.04M | Sell |
10,987
-170
| -2% | -$47.1K | 0.17% | 93 |
|
|
2025
Q1 | $2.81M | Sell |
11,157
-277
| -2% | -$69.7K | 0.17% | 89 |
|
|
2024
Q4 | $3.2M | Sell |
11,434
-123
| -1% | -$34.4K | 0.2% | 83 |
|
|
2024
Q3 | $3.09M | Sell |
11,557
-480
| -4% | -$128K | 0.19% | 95 |
|
|
2024
Q2 | $3.01M | Sell |
12,037
-358
| -3% | -$89.5K | 0.19% | 93 |
|
|
2024
Q1 | $3.23M | Sell |
12,395
-196
| -2% | -$51.1K | 0.22% | 86 |
|
|
2023
Q4 | $3.04M | Sell |
12,591
-156
| -1% | -$37.7K | 0.22% | 84 |
|
|
2023
Q3 | $2.73M | Sell |
12,747
-411
| -3% | -$88K | 0.22% | 85 |
|
|
2023
Q2 | $3.02M | Sell |
13,158
-144
| -1% | -$33.1K | 0.23% | 80 |
|
|
2023
Q1 | $2.88M | Sell |
13,302
-624
| -4% | -$135K | 0.23% | 80 |
|
|
2022
Q4 | $2.79M | Sell |
13,926
-496
| -3% | -$99.5K | 0.24% | 80 |
|
|
2022
Q3 | $2.81M | Sell |
14,422
-1,140
| -7% | -$222K | 0.26% | 70 |
|
|
2022
Q2 | $3.07M | Sell |
15,562
-918
| -6% | -$181K | 0.27% | 71 |
|
|
2022
Q1 | $4.09M | Sell |
16,480
-483
| -3% | -$120K | 0.32% | 62 |
|
|
2021
Q4 | $4.78M | Sell |
16,963
-2,816
| -14% | -$794K | 0.36% | 62 |
|
|
2021
Q3 | $5.54M | Sell |
19,779
-2,111
| -10% | -$591K | 0.45% | 50 |
|
|
2021
Q2 | $6.34M | Sell |
21,890
-1,215
| -5% | -$352K | 0.52% | 40 |
|
|
2021
Q1 | $6.35M | Sell |
23,105
-1,028
| -4% | -$282K | 0.54% | 39 |
|
|
2020
Q4 | $6.46M | Buy |
+24,133
| New | +$6.46M | 0.85% | 30 |
|