Montag & Associates’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 | $64.6K | Hold |
233
| – | – | ﹤0.01% | 532 |
|
|
2025
Q1 | $58.7K | Hold |
233
| – | – | ﹤0.01% | 585 |
|
|
2024
Q4 | $65.3K | Hold |
233
| – | – | ﹤0.01% | 564 |
|
|
2024
Q3 | $62.3K | Hold |
233
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $58.4K | Buy |
+233
| New | +$58.4K | ﹤0.01% | 566 |
|
|
2022
Q2 | – | Sell |
-126
| Closed | -$31K | – | 862 |
|
|
2022
Q1 | $31K | Hold |
126
| – | – | ﹤0.01% | 629 |
|
|
2021
Q4 | $36K | Hold |
126
| – | – | ﹤0.01% | 614 |
|
|
2021
Q3 | $35K | Buy |
+126
| New | +$35K | ﹤0.01% | 610 |
|