Modera Wealth Management’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
Q2 | $17.3M | Sell |
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|
2025
Q1 | $16.3M | Sell |
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|
2024
Q4 | $20.1M | Sell |
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|
2024
Q3 | $20M | Buy |
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|
2024
Q2 | $18.5M | Buy |
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|
2024
Q1 | $4.29M | Sell |
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|
2023
Q4 | $3.99M | Buy |
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|
2023
Q3 | $3.53M | Sell |
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|
2023
Q2 | $3.84M | Buy |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $4.42M | Buy |
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|
2022
Q1 | $5.27M | Buy |
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|
2021
Q4 | $5.72M | Buy |
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|
2021
Q3 | $3.1M | Buy |
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|
2021
Q2 | $3.19M | Sell |
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|
2021
Q1 | $3.24M | Buy |
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|
2020
Q4 | $3.14M | Buy |
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|
2020
Q3 | $361K | Buy |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $340K | Sell |
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|
2019
Q3 | $322K | Sell |
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|
2019
Q2 | $339K | Sell |
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|
2019
Q1 | $379K | Hold |
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|
2018
Q4 | $318K | Sell |
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|
2018
Q3 | $418K | Hold |
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|
2018
Q2 | $392K | Buy |
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|
2018
Q1 | $277K | Sell |
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|
2017
Q4 | $272K | Buy |
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|
2017
Q3 | $258K | Hold |
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|
2017
Q2 | $246K | Sell |
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|
2017
Q1 | $252K | Sell |
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|
2016
Q4 | $343K | Buy |
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|
2016
Q3 | $229K | Buy |
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