Milestone 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 | $107K | Sell |
388
-353
| -48% | -$97.8K | 0.03% | 92 |
|
|
2025
Q1 | $187K | Hold |
741
| – | – | 0.05% | 80 |
|
|
2024
Q4 | $208K | Hold |
741
| – | – | 0.06% | 79 |
|
|
2024
Q3 | $198K | Hold |
741
| – | – | 0.06% | 79 |
|
|
2024
Q2 | $185K | Hold |
741
| – | – | 0.05% | 78 |
|
|
2024
Q1 | $193K | Hold |
741
| – | – | 0.05% | 74 |
|
|
2023
Q4 | $179K | Hold |
741
| – | – | 0.05% | 72 |
|
|
2023
Q3 | $159K | Hold |
741
| – | – | 0.05% | 118 |
|
|
2023
Q2 | $170K | Hold |
741
| – | – | 0.05% | 71 |
|
|
2023
Q1 | $160K | Buy |
741
+58
| +8% | +$12.6K | 0.05% | 116 |
|
|
2022
Q4 | $137K | Buy |
+683
| New | +$137K | 0.05% | 70 |
|