Means Investment Company’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
Q1 | – | Sell |
-996
| Closed | -$279K | – | 208 |
|
|
2024
Q4 | $279K | Buy |
996
+125
| +14% | +$35K | 0.03% | 171 |
|
|
2024
Q3 | $233K | Hold |
871
| – | – | 0.03% | 188 |
|
|
2024
Q2 | $218K | Hold |
871
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $227K | Sell |
871
-14
| -2% | -$3.65K | 0.03% | 185 |
|
|
2023
Q4 | $214K | Buy |
+885
| New | +$214K | 0.03% | 184 |
|
|
2023
Q3 | – | Sell |
-871
| Closed | -$200K | – | 199 |
|
|
2023
Q2 | $200K | Buy |
+871
| New | +$200K | 0.03% | 195 |
|
|
2022
Q2 | – | Sell |
-861
| Closed | -$214K | – | 199 |
|
|
2022
Q1 | $214K | Hold |
861
| – | – | 0.04% | 187 |
|
|
2021
Q4 | $243K | Hold |
861
| – | – | 0.04% | 173 |
|
|
2021
Q3 | $241K | Hold |
861
| – | – | 0.05% | 163 |
|
|
2021
Q2 | $250K | Hold |
861
| – | – | 0.05% | 164 |
|
|
2021
Q1 | $236K | Hold |
861
| – | – | 0.05% | 159 |
|
|
2020
Q4 | $258K | Hold |
861
| – | – | 0.06% | 152 |
|
|
2020
Q3 | $203K | Buy |
+861
| New | +$203K | 0.06% | 144 |
|