Montag & Associates’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Montag & Associates’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$69.4K	Hold
2025 Q2	$64.6K	Hold
2025 Q1	$58.7K	Hold
2024 Q4	$65.3K	Hold
2024 Q3	$62.3K	Hold
2024 Q2	$58.4K	Buy
2022 Q2	–	Sell
2022 Q1	$31K	Hold
2021 Q4	$36K	Hold
2021 Q3	$35K	Buy